Plan Snapshot
- Plan Sponsor: Premier Housing Management, LLC
- Sponsor EIN: 273531707
- Sponsor Address: 755 SELBY AVENUE, SUITE A, ST. PAUL, MN, 55104
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $2.2M
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 | 109 | $2.2M | $164,872 | $249,931 |
| 2023 | 98 | $2.3M | $152,963 | $265,556 |
| 2022 | 111 | $1.9M | $177,772 | $301,810 |
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 |
|---|---|---|---|---|
| MAHONEY CPA'S AND ADVISORS | 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 | $23,102 | — | $23,102 | — | — |
| 2023 | $19,583 | — | $19,583 | — | — |
| 2022 | $15,005 | — | $15,005 | — | — |