Plan Snapshot
- Plan Sponsor: Premier Health Associates, LLC
- Sponsor EIN: 223346995
- Sponsor Address: 532 LAFAYETTE ROAD, SUITE 300, SPARTA, NJ, 07871
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $30.3M | $1.2M | $1.1M |
| 2023 | 139 | $26.3M | $1.1M | $1.0M |
| 2022 | 131 | $21.1M | $1.0M | $919,880 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | RECORD KEEPING | $17,572 | $946 | $18,518 |
| NPPG | TPA | $13,393 | — | $13,393 |
| NISIVOCCIA, LLP | AUDITOR | $12,006 | — | $12,006 |
| STIFEL NICOLAUS & CO., INC. | INVESTMENT ADVISOR | $9,159 | — | $9,159 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NISIVOCCIA, LLP — AUDITOR
- STIFEL NICOLAUS & CO., INC. — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,076
- Estimated Expense Ratio: 0.175% 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 | $134,315 | $134,315 | — | — | — |
| 2023 | $112,775 | $112,775 | — | — | — |
| 2022 | $112,503 | $112,503 | — | — | — |