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Original filing (PDF)20250923113857NAL0002531811001
PINNACLE PHYSICIANS, P.C.
Form 5500
FILING_RECEIVED
PINNACLE PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
181
Accounts w/ balance
130
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Information Technology Index Adm Registered Investment Company (RIC)" is 37% of plan.
- 57 bps in Schedule C fees — 95% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINNACLE PHYSICIANS, P.C..
Plan sponsor
Name
PINNACLE PHYSICIANS, P.C.
EIN
45-5341589
Address
339 EAST STREET ROAD · TREVOSE, PA · 19053
Phone
(215) 464-4111
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARATZ & ASSOCIATES, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | — | HAVERTOWN, PA | THIRD PARTY ADMINISTRATO | $1K | — |
Investments
20 direct securities · 1 pooled fund· $15.2M(89% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.9M
20 holdings
Common Collective Trust
$312K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Information Technology Index Adm Registered Investment Company (RIC) | — | — | — | $6.3M | 36.9% | |
| Vanguard Growth Index Adm Registered Investment Company (RIC) | — | — | — | $1.8M | 10.3% | |
| Vanguard Developed Markets Index Admiral Registered Investment Company (RIC) | — | — | — | $1.1M | 6.4% | |
| American Funds Bond Fund of Amer R6 Registered Investment Company (RIC) | — | — | — | $1.0M | 6.1% | |
| Vanguard Value Index Adm Registered Investment Company (RIC) | — | — | — | $752K | 4.4% | |
| Nuveen Core Bond R6 Registered Investment Company (RIC) | — | — | — | $561K | 3.3% | |
| DFA Inflation-protected Securities I Registered Investment Company (RIC) | — | — | — | $479K | 2.8% | |
| American Funds New World R6 Registered Investment Company (RIC) | — | — | — | $413K | 2.4% | |
| Vanguard Mid Cap Index Fund - Admiral Registered Investment Company (RIC) | — | — | — | $401K | 2.4% | |
| Vanguard Mid-cap Value Index Admiral Registered Investment Company (RIC) | — | — | — | $398K | 2.3% | |
| Federated Instl High Yield Bond R6 Registered Investment Company (RIC) | — | — | — | $353K | 2.1% | |
| RELIANCE METLIFE SERIES 25053 C1 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $312K | 1.8% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company (RIC) | — | — | — | $250K | 1.5% | |
| Blackrock Mid-Cap Growth Equity K Registered Investment Company (RIC) | — | — | — | $204K | 1.2% | |
| American Funds American Balanced R6 Registered Investment Company (RIC) | — | — | — | $200K | 1.2% | |
| Franklin Small Cap Growth R6 Registered Investment Company (RIC) | — | — | — | $184K | 1.1% | |
| Vanguard Reit Index Adm Registered Investment Company (RIC) | — | — | — | $177K | 1.0% | |
| Ishares Russell 2000 Small-Cap Index K Registered Investment Company (RIC) | — | — | — | $145K | 0.9% | |
| American Funds New Perspective R6 Registered Investment Company (RIC) | — | — | — | $70K | 0.4% | |
| Vanguard Health Care Index Adm Registered Investment Company (RIC) | — | — | — | $67K | 0.4% | |
| PGIM Global Total Return R6 Registered Investment Company (RIC) | — | — | — | $24K | 0.1% |