AUMdb

Premier Performance, Llc 401(k) Plan

Sponsored by Premier Performance, Llc · EIN 260671755 · Plan #001

Total assets
$7.3M
Net assets
$7.3M
Active participants
258
With balances
193

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $23,339
Creative Planning Holdco, Llc Recordkeeping, Trustee (institutional), Other services $9,213
Mesirow Financial Inc Recordkeeping, Trustee (institutional), Other services $6,645