Plan Snapshot
- Plan Sponsor: Premier Custom-Built, INC.
- Sponsor EIN: 232653292
- Sponsor Address: 110 SHORT STREET, NEW HOLLAND, PA, 175571515
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $18.2M
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 | 126 | $18.2M | $482,050 | $688,700 |
| 2023 | 118 | $17.8M | $438,774 | $629,186 |
| 2022 | 123 | $15.7M | $390,716 | $551,618 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | NONE | $30,528 | — | $30,528 |
| NWPS | NONE | $24,040 | — | $24,040 |
| SIMON LEVER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- SIMON LEVER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,568
- Estimated Expense Ratio: 0.300% 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 | $54,568 | $30,528 | — | — | — |
| 2023 | $47,299 | $32,708 | — | — | — |
| 2022 | — | — | — | — | — |