Premier Retirement Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Premier Retirement Services, INC.
  • Sponsor EIN: 931327877
  • Sponsor Address: 1109 SW 1ST AVENUE, CANBY, OR, 97013
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202418$4.6M$53,961$118,361
202317$4.0M$50,646$110,036
202216$3.4M$172,569$122,177

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