# Premier Medical Group, INC. DC Plan
Source: https://planprovider.pro/companies/premier-medical-group-inc-plan-001

> Premier Medical Group, INC.'s DC plan: 262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Premier Medical Group, INC.

- **Sponsor EIN:** 721356450

- **Sponsor Address:** 3701 DAUPHIN STREET, MOBILE, AL, 36608

- **Plan Type:** DC

- **Total Participants:** 262

- **Total Assets:** $83.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|262|$83.3M|$1.8M|$1.0M|

| 2023|258|$68.3M|$1.6M|$915,473|

| 2022|233|$56.5M|$1.5M|$845,386|

## 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|

| MITCHELL, MCLEOD, PUGH & WILLIAMS|ADVISOR|$53,250|—|$53,250|

| NEWPORT GROUP, INC.|RECORDKEEPER|$33,956|—|$33,956|

| RAYMOND JAMES ASSOCIATES INC|ADVISOR|$23,814|—|$23,814|

| NEWPORT TRUST COMPANY|TRUSTEE|$22,497|—|$22,497|

| WAVERLY ADVISORS LLC|ADVISOR|$10,434|—|$10,434|

| SMITH DUKES & BUCKALEW|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES ASSOCIATES INC](https://planprovider.pro/provider/john-hancock) — ADVISOR

- [SMITH DUKES & BUCKALEW](https://planprovider.pro/provider/smith-dukes-and-buckalew-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $143,951

- **Estimated Expense Ratio:** 0.173% 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|$143,951|$87,498|$24,927|—|—|

| 2023|$134,330|$86,464|$24,992|—|—|

| 2022|$147,991|$77,417|$50,158|—|$20,416|

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