Plan Ledger DOL Form 5500 · updated monthly

Pinnacle Solutions, LLCESOP

PINNACLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · HUNTSVILLE, AL · plan year 2023

Reported admin expense ratio · 2023
0.20%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Pinnacle Solutions, LLC reported $168,295 in plan administrative expenses for 2023: 0.20% of average plan assets, above the peer median. Employer contributions averaged $18,051 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.26% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 69th-largest of 902 plans among Alabama employers on file, and the 1,419th of 11,654 in professional & technical services. active participation has shrunk from 292 to 27 since 2022.

Plan summary
Net assets, end of year$106,683,277
Participants with balances373
Active participants27
Employer contributions$487,366
Employee contributions—
Employer contribution per active participant$18,051
Average account balance$286,014
Benefits paid to participants$2,306
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.6M · 367 accts
2023$106.7M · 373 accts · $487K emplr
2022$61.9M · 332 accts · $466K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$114,517
Investment management$15,325
Total administrative$168,295
Employer contributions to the Pinnacle Solutions, LLC plan · 2023
Employer contribution per active participant$18,051
Median for plans this size$3,659
2023$18,051 per active participant
2022$1,597 per active participant

Pinnacle Solutions, LLC's 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
PRINCIPAL FINANCIAL GROUP · Recordkeeping$114,517
BRADLEY ARRANT · Legal$444,850
VENTURA ESOP FIDUCIARY SERVICES · Trustee (directed)$17,000
HOLZMAN HORNER · Legal$15,485
FORVIS · Accounting / audit$12,945

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$50,793 · 0.08%
2023$168,295 · 0.20%
2022$109,881 · 0.26%
All plans at this employer2
PINNACLE SOLUTIONS 401(K) AND PROFIT SHARING PLAN401(k)
PINNACLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Alabama
Mesa Associates, Inc. AL$135.6M · 0.02%
Jackson Thornton & Co., P.C. AL$119.9M · 0.07%
Dentons Sirote PC AL$118.1M · 0.33%
Thompson Holdings, Inc. AL$104.9M · 0.21%
Southern Research Institute AL$96.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261886656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.