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Original filing (PDF)20250616103605NAL0000449635001
PINNACLE WEST CAPITAL CORPORATION
Form 5500
FILING_RECEIVED
PINNACLE WEST CAPITAL CORPORATION SAVINGS PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
6,358
Accounts w/ balance
8,015
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
10 pooled trusts
Schedule D
10 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
80
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A (extraction pending)]" is 40% of plan.
- 9 bps in Schedule C fees — 74% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINNACLE WEST CAPITAL CORPORATION.
Plan sponsor
Name
PINNACLE WEST CAPITAL CORPORATION
EIN
86-0512431
Address
PO BOX 53999 · PHOENIX, AZ · 850723999
Phone
(602) 250-3235
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
PINNACLE WEST CAPITAL CORPORATION
EIN
86-0564557
City
PHOENIX, AZ
Phone
(602) 250-3235
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $462K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $925K | — |
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | ADVISOR | $20K | — |
Investments
1 direct security · 10 pooled funds· $1.2B(75% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.2B
10 holdings
Uncategorized
$34.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX NL SER A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $469.8M | 29.1% | |
| SSGA GLOB ALL CAP EQ EXU.S. IND NL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 299 | Common Collective Trust | — | — | $175.8M | 10.9% | |
| US DEBT INDEX NON-LENDABLE FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 45-4395662 / PN 001 | Common Collective Trust | — | — | $154.2M | 9.5% | |
| SSGA RUSSELL SMALL MID CAP IND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 453 | Common Collective Trust | — | — | $120.2M | 7.4% | |
| MORLEY STABLE INCOME BOND FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 45-2645975 / PN 001 | Common Collective Trust | — | — | $100.9M | 6.2% | |
| BOSTON PARTNERS LRG CAP VAL EQ FUND BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $41.5M | 2.6% | |
| NT COLL. 1-10 YEAR TREASURY NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 143 | Common Collective Trust | — | — | $34.4M | 2.1% | |
| [DFE: TCW MULTIPLE INVESTMENT TRUST (extraction pending)] | — | — | — | $34.1M | 2.1% | |
| TCW METWEST TOTAL RETURN BOND SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $34.1M | 2.1% | |
| WILLIAM BLAIR SMALL-MID CAP GR CIF GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $27.0M | 1.7% | |
| BOSTON PARTNERS S/M CAP VAL EQ FUND BOSTON PARTNERS TRUST COMPANY · EIN 37-1947777 / PN 001 | Common Collective Trust | — | — | $26.3M | 1.6% |