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Original filing (PDF)20260311050323NAL0004820865001
PREMIER PERFORMANCE, LLC
Form 5500
FILING_RECEIVED
PREMIER PERFORMANCE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.8 mo
Active participants
258
Accounts w/ balance
193
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.8 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER PERFORMANCE, LLC.
Plan sponsor
Name
PREMIER PERFORMANCE, LLC
EIN
26-0671755
Address
1340 30TH STREET · DENVER, CO · 80205
Phone
(801) 495-6687
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCOTT BOND
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
| MESIROW FINANCIAL INC | 36-3194849 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
Investments
27 direct securities · 2 pooled funds· $7.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$6.6M
27 holdings
Common Collective Trust
$624K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 17.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $916K | 12.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $763K | 10.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $646K | 8.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $578K | 7.9% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $401K | 5.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $394K | 5.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $367K | 5.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $350K | 4.8% | |
| STATE ST S&P MD CP IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $223K | 3.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $180K | 2.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $158K | 2.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $141K | 1.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $129K | 1.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $126K | 1.7% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $122K | 1.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $73K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $73K | 1.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $67K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $67K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $63K | 0.9% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $29K | 0.4% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $22K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $20K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $11K | 0.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $10K | 0.1% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $2K | <0.1% |