Plan Snapshot
- Plan Sponsor: Priority-1, INC.
- Sponsor EIN: 710790065
- Sponsor Address: 400 W. CAPITOL AVE, 8TH FLOOR, LITTLE ROCK, AR, 72201
- Plan Type: DC
- Total Participants: 858
- Total Assets: $54.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 858 | $54.1M | $8.3M | $2.9M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | NONE | $41,925 | — | $41,925 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $28,404 | — | $28,404 |
| HCJ CPAS & ADVISORS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLDCO LLC — NONE
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- HCJ CPAS & ADVISORS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,329
- Estimated Expense Ratio: 0.130% 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 | $70,329 | $41,925 | — | — | — |