Original filing (PDF)20250923152006NAL0009387442001

PREMIER RESOURCES, LLC

Name: PREMIER RESOURCES, LLC — PREMIER RESOURCES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PREMIER RESOURCES, LLC

Form 5500

FILING_RECEIVED

PREMIER RESOURCES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

3,022

Accounts w/ balance

101

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

Vendor stack

100

Participation health

Knocking points off

67 bps in Schedule C fees — modestly above peer band of 52 bps.
Only 3% as many balances as active participants — suggests many active employees aren't deferring.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER RESOURCES, LLC.

Plan sponsor

Name

PREMIER RESOURCES, LLC

EIN

38-3464874

Address

109 E. BROADWAY · MT. PLEASANT, MI · 48858

Phone

(989) 772-2600

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

ANDREWS HOOPER PAVLIK PLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$16K	—

Investments

40 direct securities· $5.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity	—	—	—	$765K	14.8%
Fidelity	—	—	—	$688K	13.3%
Fidelity	—	—	—	$665K	12.9%
Fidelity	—	—	—	$420K	8.1%
Fidelity	—	—	—	$334K	6.5%
Participant loans	—	—	—	$327K	6.3%
Fidelity	—	—	—	$316K	6.1%
Fidelity	—	—	—	$275K	5.3%
American Funds	—	—	—	$217K	4.2%
Fidelity	—	—	—	$210K	4.1%
American Funds	—	—	—	$201K	3.9%
Fidelity	—	—	—	$189K	3.7%
American Funds	—	—	—	$120K	2.3%
T. Rowe Price	—	—	—	$92K	1.8%
MFS	—	—	—	$80K	1.6%
Fidelity	—	—	—	$43K	0.8%
Fidelity	—	—	—	$39K	0.8%
Fidelity	—	—	—	$37K	0.7%
Columbia	—	—	—	$30K	0.6%
Fidelity	—	—	—	$25K	0.5%
Fidelity	—	—	—	$16K	0.3%
JP Morgan	—	—	—	$14K	0.3%
Lord Abbett	—	—	—	$11K	0.2%
Fidelity	—	—	—	$9K	0.2%
MFS	—	—	—	$8K	0.2%
Fidelity	—	—	—	$6K	0.1%
Fidelity	—	—	—	$6K	0.1%
Fidelity	—	—	—	$4K	<0.1%
Standard	—	—	—	$1K	<0.1%
Pimco	—	—	—	$614	<0.1%
Fidelity	—	—	—	$599	<0.1%
Fidelity	—	—	—	$379	<0.1%
Fidelity	—	—	—	$230	<0.1%
Fidelity	—	—	—	$214	<0.1%
American Funds	—	—	—	$172	<0.1%
Fidelity	—	—	—	$169	<0.1%
Fidelity	—	—	—	$164	<0.1%
Pimco	—	—	—	$153	<0.1%
James Henderson	—	—	—	$13	<0.1%
Fidelity	—	—	—	$5	<0.1%