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Original filing (PDF)20251014133359NAL0001466227001
PREMIER HEALTH CONSULTANTS, LLC
Form 5500
FILING_RECEIVED
PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,197
Accounts w/ balance
802
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
80
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER HEALTH CONSULTANTS, LLC.
Plan sponsor
Name
PREMIER HEALTH CONSULTANTS, LLC
EIN
20-5972761
Address
10319 JEFFERSON HWY · BATON ROUGE, LA · 70809
Phone
(225) 214-9352
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS, LLC | 36-3258176 | — | BROKER | $36K | — |
| CETERA ADVISORS | 84-0858799 | — | BROKER | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION & PAYROLL | — | BATON ROUGE, LA | TPA | $56K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORD-KEEPER | $5K | — |
Investments
58 direct securities· $34.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $4.2M | 12.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.7M | 10.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.6M | 7.5% | |
| JP Morgan Growth Advantage Fund Class R6 | — | — | — | $2.4M | 7.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.4M | 7.0% | |
| Columbia Contrarian Core Institutional 2 | — | — | — | $2.4M | 7.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.0M | 5.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.8M | 5.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.6M | 4.6% | |
| Hartford Dividend and Growth Fund R6 | — | — | — | $1.5M | 4.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.4M | 4.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.2M | 3.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1000K | 2.9% | |
| Various Self-directed brokerage accounts | — | — | — | $590K | 1.7% | |
| Franklin Intl Gr Adv ** 335 Guggenheim Total Return Bond Fund R6 | — | — | — | $576K | 1.7% | |
| Columbia Balanced Institutional 2 | — | — | — | $558K | 1.6% | |
| Pimco Income Fund Institutional Class | — | — | — | $549K | 1.6% | |
| Janus Henderson Global Research Fund N | — | — | — | $451K | 1.3% | |
| Notes receivable from participants Maturing 2025 - 2034 - | — | — | — | $331K | 1.0% | |
| 4.25 - 9.50% | — | — | — | $331K | 1.0% | |
| Victory Sycamore Small Company Opportunity Fund Class I | — | — | — | $284K | 0.8% | |
| Nationwide Life Insurance Company Fixed Select Contract | — | — | — | $281K | 0.8% | |
| Cohen & Steers Real Estate Securities Fund Z | — | — | — | $241K | 0.7% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $197K | 0.6% | |
| Loomis Sayles Global Allocation Fund Class Y | — | — | — | $157K | 0.5% | |
| Vanguard GNMA Fund Admiral Shares | — | — | — | $153K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares ** 128 Vanguard Small-Cap Index Fund Admiral Shares ** 128 Vanguard Strategic Small-Cap Equity Fund | — | — | — | $151K | 0.4% | |
| Vanguard Wellesley Income Fund Admiral Shares | — | — | — | $137K | 0.4% | |
| JP Morgan Mid Cap Growth Fund Class R6 | — | — | — | $129K | 0.4% | |
| Victory Sycamore Established Value Fund Class I | — | — | — | $123K | 0.4% | |
| Columbia Overseas Value Institutional 2 | — | — | — | $118K | 0.3% | |
| Federated Hermes Kaufmann Small Cap Fund R6 | — | — | — | $102K | 0.3% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $96K | 0.3% | |
| American Funds New World Fund R6 | — | — | — | $93K | 0.3% | |
| Dimensional Fund Advisors International Large Cap Growth | — | — | — | $91K | 0.3% | |
| BlackRock Russell 2000 Small-cap Index Fund K | — | — | — | $70K | 0.2% | |
| Fidelity Advantage Intl Sm Cap Z | — | — | — | $67K | 0.2% | |
| Pimco StockPlus International Fund | — | — | — | $61K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $60K | 0.2% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $59K | 0.2% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | — | — | — | $34K | <0.1% | |
| Fidelity Nasdaq Composite Index Fund | — | — | — | $31K | <0.1% | |
| Lazard Global Listed Infrastructure Portfolio | — | — | — | $25K | <0.1% | |
| Alger Spectra Fund Class Z | — | — | — | $20K | <0.1% | |
| Morgan Stanley Institutional Fund Global Opportunity Class I | — | — | — | $17K | <0.1% | |
| Invesco Stlpthmlpalph Y | — | — | — | $15K | <0.1% | |
| Invesco Stlpthmlpsl40 Y | — | — | — | $15K | <0.1% | |
| Voya Investment Grade Credit Fund | — | — | — | $15K | <0.1% | |
| Eaton Vance Atlanta Capital SMID Cap I | — | — | — | $14K | <0.1% | |
| Thornburg Limited Term Income Fund R5 | — | — | — | $12K | <0.1% | |
| Vanguard Energy Index Admiral Shares | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $9K | <0.1% | |
| Federated Hermes Governmental Obligation Fund | — | — | — | $5K | <0.1% | |
| Nuveen LifeCycle Index 2055 Fund | — | — | — | $5K | <0.1% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $4K | <0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Victory Fund for Income Class I | — | — | — | $2K | <0.1% | |
| Vanguard Total International Bond Index Fund | — | — | — | $1K | <0.1% |