# Premier Community Bank 401(k) Plan
Source: https://planprovider.pro/companies/premier-community-bank-401k-plan

> Premier Community Bank's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — RECORDKEEPER

- [HAKINS ASH CPAS, LLP](https://planprovider.pro/provider/hawkins-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|—|—|

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