Plan Snapshot
- Plan Sponsor: Premier Family Medical, LLC
- Sponsor EIN: 462252776
- Sponsor Address: 830 NORTH 2000 WEST, PLEASANT GROVE, UT, 84062
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $1.2M | $0 | $0 |
| 2023 | 279 | $18.2M | $505,297 | $878,384 |
| 2022 | 243 | $14.6M | $453,002 | $799,302 |
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 |
|---|---|---|---|---|
| COOK MARTIN POULSON, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,560 | $6,353 | $6,435 | — | — |
| 2023 | $43,177 | $27,409 | $5,548 | — | — |
| 2022 | $42,657 | $37,143 | $5,514 | — | — |