Plan Snapshot
- Plan Sponsor: Premier Community Bank
- Sponsor EIN: 390451504
- Sponsor Address: 230 MAVIS ROAD, MARION, WI, 54950
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $10.9M | $237,627 | $642,276 |
| 2023 | 112 | $9.9M | $219,125 | $583,052 |
| 2022 | 101 | $8.2M | $209,775 | $540,532 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | INVESTMENT ADVISOR | $35,458 | — | $35,458 |
| WIPFLI LLP | RECORDKEEPER | $31,144 | — | $31,144 |
| HAKINS ASH CPAS, LLP | AUDITOR | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLDCO, LLC — INVESTMENT ADVISOR
- WIPFLI LLP — RECORDKEEPER
- HAKINS ASH CPAS, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,602
- Estimated Expense Ratio: 0.697% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $77,902 | $35,458 | — | $9,000 | — |
| 2023 | $65,227 | $24,141 | — | $8,250 | — |
| 2022 | $51,490 | $30,643 | $20,847 | — | — |