How big is Premium Transportation Group, Inc.'s plan?

Premium Transportation Group, Inc.'s plan reported $11.8M in assets and 2,833 participants for 2024.

Original filing (PDF)20251015110107NAL0002290979001

Premium Transportation Group, Inc.

Name: Premium Transportation Group, Inc. — Premium Transpo, Form 5500 (2024)
Creator: Premium Transportation Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Premium Transportation Group, Inc. 401(k) Plan

401(k) retirement plan · Premium Transportation Group, Inc.'s Premium Transportation Group, Inc. 401(k) Plan held $11.8M in plan assets for 2,833 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 3

Possibly inadequate fidelity bond100% in single holding~84 bps in Sched C fees

Active participants

2,833

Accounts w/ balance

403

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Todd Packard signed Premium Transportation Group, Inc.'s 2024 Form 5500 as plan administrator.

Todd Packard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Premium Transportation Group, Inc.'s EIN is 27-1474708.

EIN 27-1474708

Plan number 001

Plan year 2024

ACK ID 20251015110107NAL0002290979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Premium Transportation Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Premium Transportation Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREMIUM TRANSPORTATION GROUP, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (7th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

PREMIUM TRANSPORTATION GROUP, INC.

EIN

all filings

Address

190 HIGHLAND DRIVE · MEDINA, OH · 44256

Phone

(330) 722-7974

Industry

Professional & Technical Services

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

2025-10-15

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$99K	—

Investments

1 pooled fund· $11.0M(93% 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.