Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Prime Buchholz
Prime Buchholz 401(k)
- Finance and insurance
- Portsmouth, NH
- EIN 02-0426421
- 1 plan with Schedule H financials
- Plan year 2024
- Prime Buchholz LLC
Administrative expenses excluding investment management, per participant · Prime Buchholz LLC 401(k) Profit Sharing Plan · plan year 2024
$50.16
Higher than 25% of the 8,758 plans $50 to 250M that report it.
Source
= $8,978 / 179
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250728130539NAL0000904387001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728130539NAL0000904387001, received 2025-07-28
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-28.
Cost and contributions
Administrative expenses per participant
$50.16
Higher than 17% of the 9,042 plans $50 to 250M that report it.
Source
= $8,978 / 179
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728130539NAL0000904387001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728130539NAL0000904387001, received 2025-07-28
Administrative expenses as a share of assets
0.013%
Higher than 6% of the 9,049 plans $50 to 250M that report it.
Source
= $8,978 / $70,896,616
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728130539NAL0000904387001, received 2025-07-28
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250728130539NAL0000904387001, received 2025-07-28
Employer contributions per participant
$13,317
Higher than 97% of the 9,105 plans $50 to 250M that report it.
Source
= $2,383,697 / 179
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728130539NAL0000904387001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728130539NAL0000904387001, received 2025-07-28
Employer share of total contributions
52.0%
Higher than 91% of the 9,112 plans $50 to 250M that report it.
Source
= $2,383,697 / $4,583,402
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728130539NAL0000904387001, received 2025-07-28
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250728130539NAL0000904387001, received 2025-07-28
Plan terms, as stated in Prime Buchholz LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250728130539NAL0000904387001, received 2025-07-28
Full record, Prime Buchholz LLC 401(k) Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PRIME BUCHHOLZ LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Plan name | PRIME BUCHHOLZ LLC 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Sponsor EIN / plan number | 02-0426421 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Sponsor location | PORTSMOUTH, NH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Filing received | 2025-07-28 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Participants, beginning of year | 179 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Active participants | 140 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Participants, end of year | 179 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Participants with an account balance | 179 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Total assets, beginning of year | $62,073,974 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Total assets, end of year | $70,896,616 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Net assets, end of year | $70,896,616 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Total income | $12,999,255 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Net income | $8,822,642 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Employer contributions | $2,383,697 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Participant contributions | $2,093,276 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Other contributions (incl. rollovers) | $106,429 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Total contributions | $4,583,402 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Benefit payments | $4,167,635 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Total expenses (incl. benefit payments) | $4,176,613 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Total administrative expenses | $8,978 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Contract administrator fees | $8,978 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Administrative expenses excluding investment management | $8,978 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Held in mutual funds | $66,162,618 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250728130539NAL0000904387001, received 2025-07-28 |
| Independent auditor | BAKER NEWMAN & NOYES LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250728130539NAL0000904387001, received 2025-07-28 |
Position = column in the DOL layout for form year 2024. Filing 20250728130539NAL0000904387001, received 2025-07-28.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUPrecordkeeper | NONE | 12 Claims processing; 15 Recordkeeping and information management; 18 Custodial (other than securities); 19 Custodial (securities); 50 Direct payment from the plan; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 63 Distribution (12b-1) fees | $8,978 | no |
| RELIANCE | NONE | 19 Custodial (securities); 59 Shareholder servicing fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250728130539NAL0000904387001, received 2025-07-28.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $62,073,974 | $70,896,616 | 14.2% |
| Participants with a balance | 179 | 179 | 0.0% |
| Administrative expenses | $9,133 | $8,978 | -1.7% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $2,240,469 | $2,383,697 | 6.4% |
Prior filing 20240717094304NAL0002401203001, received 2024-07-17; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: PRIME BUCHHOLZ LLC; SEC registrant: Prime Buchholz LLC (CIK 2051999, matched by EIN).