# Premier Performance, LLC 401(k) Plan
Source: https://planprovider.pro/companies/premier-performance-llc-401k-plan

> Premier Performance, LLC's 401(k) plan: 258 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CREATIVE PLANNING HOLDCO, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT/FINANCIAL ADVI

- [MESIROW FINANCIAL INC](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — INVESTMENT/FINANCIAL ADVI

- [SCOTT BOND](https://planprovider.pro/provider/rudd-and-company-pllc) — 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|—|—|

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