Plan Snapshot
- Plan Sponsor: Premier Therapy LLC
- Sponsor EIN: 311746182
- Sponsor Address: 110 CENTRAL SQUARE DRIVE, BEAVER FALLS, PA, 150107301
- Plan Type: 401(k)
- Total Participants: 1,063
- Total Assets: $20.2M
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 | 1,063 | $20.2M | $241,200 | $1.2M |
| 2023 | 873 | $17.9M | $213,857 | $891,914 |
| 2022 | 799 | $15.2M | $235,114 | $795,771 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $96,115 | — | $96,115 |
| AXA ADVISORS, LLC. | Investment Advisor | — | $34,485 | $34,485 |
| PREMIER THERAPY LLC | Investment Advisor | — | $11,046 | $11,046 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,646
- Estimated Expense Ratio: 0.702% 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 | $96,115 | — | $96,115 | — | — |
| 2023 | $83,097 | — | $83,097 | — | — |
| 2022 | $73,436 | — | $73,436 | — | — |