What public Form 5500 filings show about the Premier Financial Alliance, Inc. 401(k) plan — and how to find and check your own account.
Premier Financial Alliance, Inc. (EIN 20-0029116) reports PREMIER FINANCIAL ALLIANCE, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $967K in plan assets across 23 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Premier Financial Alliance, Inc. filing — schedules, fees, and providers.
Premier Financial Alliance, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Premier Financial Alliance, Inc.HR for the recordkeeper’s name and login.