# Premier Financial Corp 401(k) Plan
Source: https://planprovider.pro/companies/premier-financial-corp-401k-plan

> Premier Financial Corp's 401(k) plan: 978 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Premier Financial Corp

- **Sponsor EIN:** 341803915

- **Sponsor Address:** PO BOX 248, DEFIANCE, OH, 43512

- **Plan Type:** 401(k)

- **Total Participants:** 978

- **Total Assets:** $100.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|978|$100.0M|$2.4M|$5.3M|

| 2023|1,058|$94.1M|$2.6M|$5.5M|

| 2022|1,181|$84.4M|$2.6M|$5.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$71,631|—|$71,631|

| GLOBAL RETIRMENT PARTNERS LLC|INVESTMENT ADVISOR|$46,063|—|$46,063|

| CROWE LLP|ACCOUNTANT/AUDITOR|$22,900|—|$22,900|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,617|—|$6,617|

| WELLTH ADVISORY SERVICES, LLC|INVESTMENT ADVISOR|$5,102|—|$5,102|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIRMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $152,313

- **Estimated Expense Ratio:** 0.152% 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|$169,315|$57,782|—|$22,900|—|

| 2023|$125,185|$59,555|$2,400|$6,500|—|

| 2022|$265,143|$13,263|$183,345|—|—|

## Similar Plans

- [Third Federal Savings And Loan Association Of Cleveland](https://planprovider.pro/companies/third-federal-savings-and-loan-association-of-cleveland-401k-plan) — 927 participants

- [Third Federal Savings And Loan Association Of Cleveland](https://planprovider.pro/companies/third-federal-savings-and-loan-association-of-cleveland-plan-004) — 894 participants

- [The Farmers & Merchants State Bank](https://planprovider.pro/companies/the-farmers-merchants-state-bank-401k-plan) — 475 participants

- [First Mutual Holding Co.](https://planprovider.pro/companies/first-mutual-holding-co-401k-plan) — 449 participants

- [Third Federal Savings And Loan Association Of Cleveland](https://planprovider.pro/companies/third-federal-savings-and-loan-association-of-cleveland-plan-003) — 205 participants

- [United Midwest Savings Bank](https://planprovider.pro/companies/united-midwest-savings-bank-401k-plan) — 176 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/premier-financial-corp-401k-plan)

© 2026 PlanProvider.Pro