Plan Snapshot
- Plan Sponsor: Premier Diagnostic Services, INC.
- Sponsor EIN: 043372221
- Sponsor Address: 378 PAGE STREET, STOUGHTON, MA, 02072
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 120
- Total Assets: $13.5M
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 | 120 | $13.5M | $58,722 | $615,425 |
| 2023 | 119 | $13.5M | $67,328 | $640,030 |
| 2022 | 128 | $11.4M | $248,088 | $551,346 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $65,475 | — | $65,475 |
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | — | $40,165 | $40,165 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,640
- Estimated Expense Ratio: 0.781% 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 | $65,475 | — | $65,475 | — | — |
| 2023 | $21,345 | — | $21,345 | — | — |
| 2022 | $51,599 | — | $51,599 | — | — |