Plan Snapshot
- Plan Sponsor: Premier Healthcare Solutions, INC.
- Sponsor EIN: 330054358
- Sponsor Address: 13034 BALLANTYNE CORPORATE PLACE, CHARLOTTE, NC, 282771498
- Plan Type: 401(k)
- Total Participants: 2,764
- Total Assets: $742.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,764 | $742.1M | $13.8M | $33.5M |
| 2023 | 2,811 | $645.3M | $13.0M | $31.4M |
| 2022 | 2,775 | $529.8M | $12.1M | $29.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC, | ADVISOR | $235,245 | — | $235,245 |
| MORGAN STANLEY INSTITUTE INV ADV LL | INVESTMENT ADVISOR | $35,359 | — | $35,359 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,243 | — | $35,243 |
| COOK STREET CONSULTING | CONSULTANT | $34,836 | — | $34,836 |
| WINDHAM BRANNON, LLC | ACCOUNTANT | $20,100 | — | $20,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC, — ADVISOR
- MORGAN STANLEY INSTITUTE INV ADV LL — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- COOK STREET CONSULTING — CONSULTANT
- WINDHAM BRANNON, LLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $360,783
- Estimated Expense Ratio: 0.049% 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 | $364,098 | — | — | — | — |
| 2023 | $247,846 | — | — | — | — |
| 2022 | $303,409 | — | — | — | — |