Plan Snapshot
- Plan Sponsor: Premier Office Solutions, INC.
- Sponsor EIN: 232970467
- Sponsor Address: 601 DAVISVILLE ROAD, WILLOW GROVE, PA, 190901514
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 74
- Total Assets: $13,985
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 74 | $13,985 | $578,337 | $202,420 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $39,777 | — | $39,777 |
| THE BENECON GROUP | Investment Advisor | $14,877 | — | $14,877 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $8,379 | — | $8,379 |
| HY HOLDINGS INC | Other Service Provider | $7,053 | — | $7,053 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BSI CORPORATE BENEFITS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,086
- Estimated Expense Ratio: 501.151% 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 | $836,504 | — | — | — | — |