Plan Snapshot
- Plan Sponsor: Premium Consulting LLC
- Sponsor EIN: 454455464
- Sponsor Address: 2135 E PRIMROSE, SPRINGFIELD, MO, 65804
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 230
- Total Assets: $12.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 230 | $12.7M | $0 | $0 |
| 2024 | 237 | $9.3M | $1.0M | $1.6M |
| 2023 | 295 | $6.6M | $1.0M | $1.5M |
| 2022 | 232 | $3.1M | $558,689 | $1.0M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | Investment Advisor | $48,592 | — | $48,592 |
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $16,609 | — | $16,609 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,201
- Estimated Expense Ratio: 0.513% 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 |
|---|---|---|---|---|---|
| 2025 | $1,394,161 | — | — | — | — |
| 2024 | $60,380 | — | — | — | — |
| 2023 | $46,712 | $25,298 | — | — | — |
| 2022 | $26,668 | $25,822 | — | — | — |