Pinnacle West Capital Corporation Savings Plan
Sponsored by Pinnacle West Capital Corporation · EIN 860512431 · Plan #002 · Phoenix, AZ
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 6,358
- With balances
- 8,015
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $924,694 |
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Sub-transfer agency fees | $462,394 |
| Edelman Financial Engines, Llc | Investment advisory (plan), Participant communication, Investment management fees (direct) | $19,980 |