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Original filing (PDF)20250905155119NAL0010440563001
PREMIER TRAILERS, LLC
Form 5500
FILING_RECEIVED
PREMIER TRAILER LEASING 401(K) PLAN
401(k) retirement plan
Active participants
240
Accounts w/ balance
269
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER TRAILERS, LLC.
Plan sponsor
Name
PREMIER TRAILERS, LLC
EIN
30-0943447
Address
5201 TENNYSON PARKWAY · SUITE 250 · PLANO, TX · 75024
Phone
(817) 310-2204
Industry
Transportation & Warehousingsee 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
2025-09-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY 401K PARTNERS LLC | 46-3938291 | — | INVESTMENT ADVISOR | $29K | — |
Investments
33 direct securities· $19.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2035 Fund | — | — | — | $2.6M | 13.4% | |
| Fidelity Investments Fidelity Freedom 2040 Fund | — | — | — | $2.0M | 10.4% | |
| Fidelity Investments Total Market Index Fund | — | — | — | $1.9M | 10.1% | |
| Fidelity Investments Growth Discovery Fund Class K | — | — | — | $1.7M | 9.1% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | — | — | — | $1.7M | 8.8% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | — | — | — | $1.6M | 8.6% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | — | — | — | $1.2M | 6.3% | |
| Fidelity Investments Fidelity Freedom 2055 Fund | — | — | — | $903K | 4.7% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $828K | 4.3% | |
| Hartford Funds Dividend and Growth R5 | — | — | — | $611K | 3.2% | |
| Fidelity Investments Fidelity Freedom 2060 Fund | — | — | — | $580K | 3.0% | |
| MFS Mid Cap Value R6 | — | — | — | $462K | 2.4% | |
| Fidelity Investments Fidelity Freedom 2025 Fund | — | — | — | $350K | 1.8% | |
| Putnam Small Cap Growth I | — | — | — | $342K | 1.8% | |
| Maturing through 2029 | — | — | — | $329K | 1.7% | |
| ClearBridge Appreciation Fund Class A | — | — | — | $287K | 1.5% | |
| Dimensional Fund Advisors Global Equity Portfolio | — | — | — | $223K | 1.2% | |
| Neuberger Berman Mid Cap Growth Trust | — | — | — | $219K | 1.1% | |
| Fidelity Investments Fidelity Freedom 2020 Fund | — | — | — | $207K | 1.1% | |
| Fidelity Investments Fidelity Freedom 2065 Fund | — | — | — | $207K | 1.1% | |
| Fidelity Investments International Index Premium | — | — | — | $146K | 0.8% | |
| ClearBridge International Growth | — | — | — | $140K | 0.7% | |
| JP Morgan U.S. Small Company Fund I | — | — | — | $121K | 0.6% | |
| Fidelity Investments Fidelity Freedom Income Fund | — | — | — | $96K | 0.5% | |
| Interest Identity of Issue/Borrower Investment Cost Value American Beacon Small Cap Value Fund Class Y | — | — | — | $60K | 0.3% | |
| Fidelity Investments Government Income Fund | — | — | — | $57K | 0.3% | |
| Fidelity Investments Fidelity Advisor Emerging Markets Discovery Fund | — | — | — | $49K | 0.3% | |
| American Funds American High-Income Trust | — | — | — | $44K | 0.2% | |
| MFS Total Return Bond | — | — | — | $37K | 0.2% | |
| Principal Funds Real Estate Securities Fund | — | — | — | $35K | 0.2% | |
| Franklin Templeton Investments Low Duration Total Return Advisor | — | — | — | $28K | 0.1% | |
| Brandywine Global Opportunities Bond I | — | — | — | $16K | <0.1% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio | — | — | — | $13K | <0.1% |
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