# Premier Real Estate Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/premier-real-estate-management-llc-401k-plan

> Premier Real Estate Management, LLC's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Premier Real Estate Management, LLC

- **Sponsor EIN:** 391872177

- **Sponsor Address:** 3120 GATEWAY ROAD, BROOKFIELD, WI, 53045

- **Plan Type:** 401(k)

- **Total Participants:** 317

- **Total Assets:** $7.2M

## 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|317|$7.2M|$150,053|$483,813|

| 2023|309|$5.7M|$128,332|$428,179|

| 2022|328|$4.5M|$123,208|$405,348|

## 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|

| RBC CAPITAL MARKETS LLC|BROKER ADVISER / INVESTMENT ADVISOR|$24,420|$2,121|$26,541|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$15,419|—|$15,419|

| SIKICH LLP|CONTRACT ADMINISTRATOR|$13,707|—|$13,707|

| SVA CERTIFIED PUBLIC ACCOUNTANTS SC|OTHER|$1,183|—|$1,183|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,850

- **Estimated Expense Ratio:** 0.788% 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|$89,830|$23,673|$12,957|$1,183|—|

| 2023|$55,893|$2,947|$12,530|—|—|

| 2022|$48,452|—|$48,452|—|—|

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