Plan Snapshot
- Plan Sponsor: Premise Health Holding Corp.
- Sponsor EIN: 300828121
- Sponsor Address: 5500 MARYLAND WAY, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 6,506
- Total Assets: $405.9M
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 | 6,506 | $405.9M | $9.5M | $38.0M |
| 2023 | 5,834 | $339.5M | $8.6M | $33.9M |
| 2022 | 5,138 | $270.9M | $7.9M | $31.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $306,856 | — | $306,856 |
| FRAZIER & DEETER, LLC | ACCOUNTANT/AUDITOR | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FRAZIER & DEETER, LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $311,856
- Estimated Expense Ratio: 0.077% 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 | $396,727 | — | $600 | $5,000 | — |
| 2023 | $321,585 | — | $600 | — | — |
| 2022 | $337,795 | — | — | — | — |