Daryl Wilson signed Premier Health Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premier Health Associates, LLC's EIN is 22-3346995.
Download the official 2024 Form 5500 (PDF) for Premier Health Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Premier Health Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORD KEEPING | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO., INC. | 43-0538770 | — | INVESTMENT ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Stifel Participant Accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $6.7M | 22.2% | |
| AXA Investments Participant Accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $3.6M | 11.8% | |
| iShares S&P 500 Index Instl Mutual Fund | Common Collective Trusts | — | — | $2.7M | 9.1% | |
| Vanguard Total Stock Market ETF Mutual Fund | Mutual Funds | — | — | $2.1M | 6.9% | |
| T. Rowe Price Ret 2040 Adv Mutual Fund | Other securities | — | — | $1.5M | 4.9% | |
| T. Rowe Price Ret 2045 Adv Mutual Fund | Other securities | — | — | $1.5M | 4.9% | |
| T. Rowe Price Ret 2030 Adv Mutual Fund | Other securities | — | — | $1.2M | 3.8% | |
| Vanguard LifeStrategy Income Inv Mutual Fund | Mutual Funds | — | — | $1.2M | 3.8% | |
| American Funds Washington Mutual InvR3 Mutual Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| Vanguard Prime Money Market Inv Money Market Mutual Fund | Mutual Funds | — | — | $1.1M | 3.6% | |
| T. Rowe Price Ret 2035 Adv Mutual Fund | Other securities | — | — | $999K | 3.3% | |
| Vanguard Wellesley Income Mutual Fund | Mutual Funds | — | — | $613K | 2.0% | |
| American Funds New Perspective R1 Mutual Fund | Mutual Funds | — | — | $573K | 1.9% | |
| Invesco Oppy Intl Diversified R6 Mutual Fund | Mutual Funds | — | — | $517K | 1.7% | |
| Vanguard LifeStrategy Growth Inv Mutual Fund | Mutual Funds | — | — | $507K | 1.7% | |
| BlackRock Mid-Cap Growth Equity Inv A Mutual Fund | Other securities | — | — | $422K | 1.4% | |
| Vanguard LifeStrategy Moderate Gr Inv Mutual Fund | Mutual Funds | — | — | $413K | 1.4% | |
| T. Rowe Price Ret 2025 Adv Mutual Fund | Other securities | — | — | $352K | 1.2% | |
| Pioneer Bond A Mutual Fund | Other securities | — | — | $321K | 1.1% | |
| Invesco Equity and Income Fund A Mutual Fund | Mutual Funds | — | — | $307K | 1.0% | |
| MainStay High Yield Corporate Bond Mutual Fund | Other securities | — | — | $282K | 0.9% | |
| T. Rowe Price Ret 2055 Adv Mutual Fund | Other securities | — | — | $272K | 0.9% | |
| Columbia Mid Cap Value A Mutual Fund | Other securities | — | — | $268K | 0.9% | |
| PGIM Jennison Small Company A Mutual Fund | Common Stocks | — | — | $253K | 0.8% | |
| PIMCO Rae US Small A Mutual Fund | Mutual Funds | — | — | $246K | 0.8% | |
| Vanguard Interm-Term Treas Index EFT Mutual Fund | Mutual Funds | — | — | $197K | 0.7% | |
| BlackRock Natural Resources Inv A Mutual Fund | Other securities | — | — | $168K | 0.6% | |
| T. Rowe Price Ret 2020 Adv Mutual Fund | Other securities | — | — | $165K | 0.5% | |
| First Eagle Global Fund A Mutual Fund | Other securities | — | — | $158K | 0.5% | |
| Invesco Developing Markets Fund A Mutual Fund | Mutual Funds | — | — | $111K | 0.4% | |
| Franklin Gold and Precious Metals Fund A Mutual Fund | Mutual Funds | — | — | $101K | 0.3% | |
| Invesco Real Estate Fund A Mutual Fund | Mutual Funds | — | — | $92K | 0.3% | |
| Vanguard LifeStrategy Consv Growth Inv Mutual Fund | Mutual Funds | — | — | $84K | 0.3% | |
| Neuberger Berman Large Cap Value Adv Mutual Fund | Other securities | — | — | $80K | 0.3% | |
| Notes receivable from participants Interest Rates at 4.25% | Bonds / Notes | — | — | $68K | 0.2% | |
| T. Rowe Price Ret 2050 Adv Mutual Fund | Other securities | — | — | $37K | 0.1% | |
| T. Rowe Price Retirement Balanced Adv Mutual Fund | Other securities | — | — | $37K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG | 22-3349752 | — | TPA | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISIVOCCIA, LLP | 22-1914888 | — | AUDITOR | $12K | — |
