Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Premier Retirement Partners
Premier Retirement Partners
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $259,943
Assets of those plans
$273,661,579
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$259,943
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 20 |
| 15 | Recordkeeping and information management | 2 |
| 27 | Investment advisory (plan) | 2 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Seats/columbia 401(k) Plan | Seats | $43,305,843 | 857 | $11,952 |
| Wegner Cpas, LLP Salary Savings Plan | Wegner Cpas | $32,197,471 | 203 | $10,603 |
| OEC Graphics, Inc. Retirement Plan | OEC Graphics | $31,946,604 | 221 | $8,039 |
| Wilderness Hotel & Resort, Inc. Savings Planrecordkeeper | Wilderness Hotel & Resort | $21,245,683 | 47 | $9,940 |
| T.R. Nelson, Inc. Profit Sharing Planrecordkeeper | T.R. Nelson | $20,673,017 | 628 | $15,060 |
| Vierbicher Associates, Inc. 401(k) Plan | Vierbicher Associates | $18,076,096 | 142 | $400 |
| Workforce Solutions, LLC 401(k) Plan | Workforce Solutions | $15,481,132 | 244 | $9,361 |
| Potato King, Inc. 401(k) Plan | Potato King | $12,311,650 | 149 | $2,916 |
| Southern Mail Service, Inc. Retirement Plan | Southern Mail Service | $11,273,212 | 738 | $40,757 |
| Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan | Schneider Heating & Air Conditioning | $10,430,705 | 100 | $2,387 |
| FSI, Inc. 401(k) & Profit Sharing Plan | FSI | $8,831,441 | 317 | $2,329 |
| Hampel 401(k) Savings Plan | L.T. Hampel | $8,376,279 | 194 | $4,660 |
| Evo 401(k) Plan | Evo Transportation and Energy Services | $7,775,113 | 592 | $32,383 |
| Building Automation Products, Inc. 401(k) Plan | Building Automation Products | $6,736,181 | 143 | $18,658 |
| MCT Group Retirement Plan | MCT Group | $5,257,394 | 717 | $43,397 |
| Viking Village, Inc Employees 401(k) Profit Sharing Plan | Viking Village | $4,369,846 | 110 | $3,071 |
| Mcrae's U.S. Mail Service, Inc. 401(k) Plan | Mcraes U.S. Mail Service | $4,222,296 | 343 | $10,394 |
| Lanair Products, LLC Retirement Plan | Lanair Products | $3,967,482 | 115 | $1,610 |
| Ailo Logistics 401(k) Plan | Ailo Logistics | $3,903,836 | 389 | $13,795 |
| Roth Trucking, Inc. 401(k) Retirement Plan | Roth Trucking | $3,280,298 | 158 | $8,531 |
| Fleetworthy Solutions, Inc. 401(k) Retirement Plan | ITS Compliance | $0 | 0 | $9,700 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.