Plan Snapshot
- Plan Sponsor: Premier Performance, LLC
- Sponsor EIN: 260671755
- Sponsor Address: 1340 30TH STREET, DENVER, CO, 80205
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 258 | $7.3M | $396,805 | $736,909 |
| 2023 | 273 | $6.6M | $390,024 | $733,418 |
| 2022 | 344 | $7.1M | $419,332 | $796,431 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $23,339 | — | $23,339 |
| CREATIVE PLANNING HOLDCO, LLC | INVESTMENT/FINANCIAL ADVI | $9,213 | — | $9,213 |
| MESIROW FINANCIAL INC | INVESTMENT/FINANCIAL ADVI | $6,645 | — | $6,645 |
| SCOTT BOND | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- CREATIVE PLANNING HOLDCO, LLC — INVESTMENT/FINANCIAL ADVI
- MESIROW FINANCIAL INC — INVESTMENT/FINANCIAL ADVI
- SCOTT BOND — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,197
- Estimated Expense Ratio: 0.537% 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 | $39,198 | $15,882 | — | — | — |
| 2023 | $34,821 | $34,821 | — | — | — |
| 2022 | $42,455 | — | $42,455 | — | — |