Original filing (PDF)20251014223322NAL0005023664001

PREMIER HEALTHCARE SOLUTIONS, INC.

Name: PREMIER HEALTHCARE SOLUTIONS, INC. — PREMIER HEALTHCARE SOLUTIONS, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PREMIER HEALTHCARE SOLUTIONS, INC.

Form 5500

FILING_RECEIVED

PREMIER HEALTHCARE SOLUTIONS, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

2,764

Accounts w/ balance

3,811

Plan assets (EOY)

$742.1M

Net assets (EOY)

$742.1M

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 (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER HEALTHCARE SOLUTIONS, INC..

Plan sponsor

Name

PREMIER HEALTHCARE SOLUTIONS, INC.

EIN

33-0054358

Address

13034 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC · 282771498

Phone

(704) 357-0022

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WINDHAM BRANNON, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC,	04-2654524	—	ADVISOR	$235K	—
MORGAN STANLEY INSTITUTE INV ADV LL	11-3658445	—	INVESTMENT ADVISOR	$35K	—
COOK STREET CONSULTING

Investments

1 pooled fund· $736.7M(99% 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.