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Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Premier Plan Consultants Inc.

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

27plans naming this provider
12,797participant records in those plans
$298Kcompensation reported, direct and indirect
$22.83median reported per participant27 plans with an amount

For plan year 2024, 27 retirement plans with 100 or more participants reported paying Premier Plan Consultants Inc. $5,000 or more. Those plans cover 12,797 participant records, and the service most often reported is recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $298K. Per plan, the median was $22.83 per participant, with the middle half of plans between $10.84 and $53.12. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in California (23), Colorado (2) and Wisconsin (1).

In 2018 it appeared on 7 such filings; in 2024, 28. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$10.84$22.83$53.12
Compensation as a share of plan net assets0.04%0.10%0.14%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 02010: 02011: 02012: 02013: 02014: 02015: 02016: 02017: 02018: 72019: 142020: 212021: 262022: 292023: 222024: 280292820092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $02014: $02015: $02016: $02017: $02018: $38K2019: $88K2020: $111K2021: $179K2022: $166K2023: $198K2024: $303K$0$303K20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Contract Administrator22
Other services3
Investment advisory (participants)1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Vuori 401(k) PlanVuori, Inc.CA1,829$10.8M$8,322
One World 401(k) PlanOne World Ventures, LLCCA1,407$5.7M$15K
Event Network, LLC 401(k) PlanEvent Network, LLCCA1,220$10.9M$13K
Housecall Pro 401(k) PlanCodefied Inc.CO1,045$17.3M$22K
St. Vincent de Paul Village 401(k) Profit Sharing PlanSt. Vincent de Paul VillageCA654$7.6M$1,872
Bridge Group HH, Inc. 401(k) PlanBridge Group HH, Inc.CA641$8.1M$9,941
Soapy Joe's 401(k) PlanSoapy Joes Group, Inc.CA602$2.4M$19K
Fabfitfun, Inc. 401(k) PlanFabfitfun Inc.CA594$22.1M$11K
Trophy Automotive Dealer Group LLC 401(k) PlanTrophy Automotive Dealer Group LLCCA592$14.4M$5,154
Element Biosciences 401(k) PlanElement Biosciences, Inc.CA440$27.5M$5,966
Child Development Associates, Inc. 401(k) Profit Sharing PlanChild Development Associates, Inc.CA391$51.9M$42K
Americare Health & Retirement, Inc. 401(k) Profit Sharing PlanAmericare Health & Retirement, Inc.CA364$4.8M$32K
Nissho of California, Inc. 401(k) PlanNissho of California, Inc.CA311$3.2M$1,696
Dalton Motors 401(k) PlanDalton Motors SD, LLCCA256$6.9M$13K
United Support Services, Inc. 401(k) PlanUnited Support Services, Inc.CA230$4.5M$6,275
Democratic Party of Wisconsin 401(k) Profit Sharing Plan & TrustDemocratic Party of WisconsinWI229$2.4M$17K
Highbury Defense Group 401(k) PlanHighbury Defense GroupCA224$13.5M$9,489
Full Swing Golf 401(k) Profit Sharing PlanFull Swing Golf, Inc.CA223$14.0M$3,225
Synergy Orthopedic Specialists, Inc. 401(k) PlanSynergy Orthopedic Specialists, Inc.CA219$6.2M$13K
Integrits Corporation 401(k) PlanIntegrits CorporationCA219$16.4M$5,000
Neurelis 401(k) PlanNeurelis, Inc.CA215$14.2M$2,025
Anacomp 401(k) PlanAnacomp, Inc.MO178$20.5M$9,153
Madcap Software, Inc. 401(k) PlanMadcap Software, Inc.CO155$9.0M$1,525
Recode Therapeutics 401(k) PlanRecode Therapeutics, Inc.CA147$9.0M$8,747
Knox Attorney Service, Inc. 401(k) PlanKnox Attorney Service, Inc.CA141$3.1M$3,547
Truvian 401(k) PlanTruvian Sciences, Inc.CA136$5.1M$7,335
Dietz, Gilmor & Chazen, Apc 401(k) PlanDietz, Gilmor & Chazen, ApcCA135$8.6M$10K

Questions and answers

How many plans does Premier Plan Consultants Inc. serve?

27 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Premier Plan Consultants Inc.?

The median plan reported $22.83 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.10% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Contract Administrator (22 plans), Other services (3 plans) and Investment advisory (participants) (1 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.