How big is Premier Community Bank's plan?

Premier Community Bank's plan reported $10.9M in assets and 117 participants for 2024.

Original filing (PDF)20250721112540NAL0001390689001

Premier Community Bank

Name: Premier Community Bank — Premier Community Bank, Form 5500 (2024)
Creator: Premier Community Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Premier Community Bank Retirement Savings and Employee Stock Ownership Plan

401(k) retirement plan · Premier Community Bank's Premier Community Bank Retirement Savings and Employee Stock Ownership Plan held $10.9M in plan assets for 117 participants in 2024, with Wipfli LLP as recordkeeper.

Active participants

117

Accounts w/ balance

132

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

People on this filing

KAY Tellock signed Premier Community Bank's 2024 Form 5500 as plan administrator.

KAY Tellock — 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

Premier Community Bank's EIN is 39-0451504.

EIN 39-0451504

Plan number 002

Plan year 2024

ACK ID 20250721112540NAL0001390689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Premier Community Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Premier Community Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREMIER COMMUNITY BANK.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

PREMIER COMMUNITY BANK

EIN

all filings

Address

230 MAVIS ROAD · MARION, WI · 54950

Phone

(715) 754-2535

Industry

Commercial Banking· Finance & Insurance

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
WIPFLI LLP	39-0758449	—	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING HOLDCO, LLC	84-4519624	—	INVESTMENT ADVISOR	$35K	—

Accountant / Auditor

Investments

29 direct securities· $10.6M(98% of reported assets)

Common Collective Trusts

$4.2M

6 holdings

Mutual Funds

$3.9M

16 holdings

Other securities

$1.9M

4 holdings

Cash / Money Market

$296K

1 holding

Common Stocks

$240K

1 holding

Bonds / Notes

$102K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$2.3M	21.2%
Vanguard Developed Market Index Fund Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$1.0M	9.5%
Vanguard Mid Cap Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$867K	8.0%
Vanguard Real Estate Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$550K	5.1%
Avantis U.S. Equity Fund Institutional Class Mutual Fund N/A	Other securities	—	—	$549K	5.1%
Dodge & Cox Income Fund Class X Mutual Fund N/A	Mutual Funds	—	—	$545K	5.0%
Vanguard Interm-Term Bond Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$529K	4.9%
Avantis Emerging Markets Equity Instl Mutual Fund N/A	Other securities	—	—	$507K	4.7%
Vanguard Emerging Markets Stock Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$490K	4.5%
DFA International Core Equity Portfolio Instl Mutual Fund N/A	Mutual Funds	—	—	$445K	4.1%
Avantis U.S. Small Cap Value Instl Mutual Fund N/A	Other securities	—	—	$442K	4.1%
Avantis International Small Cap Value Fund Institutional Class Mutual Fund N/A	Other securities	—	—	$369K	3.4%
Vanguard Small Cap Index Fund Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$364K	3.4%
DFA Investment Grade Portfolio Instl Mutual Fund N/A	Mutual Funds	—	—	$357K	3.3%
Mid Atlantic Deposit Management Program I Money Market Fund N/A	Cash / Money Market	—	—	$296K	2.7%
M.S.B. Bancorporation, Inc. Common Stock	Common Stocks	—	$207K	$240K	2.2%
Vanguard Target Retirement 2030 Fund Mutual Fund N/A	Mutual Funds	—	—	$182K	1.7%
DFA Inflation-Protected Securities Instl Mutual Fund N/A	Mutual Funds	—	—	$173K	1.6%
Vanguard Target Retirement 2050 Fund Mutual Fund N/A	Mutual Funds	—	—	$111K	1.0%
Participant Notes Receivable Interest rates range of 4.25% to 9.50% -	Bonds / Notes	—	—	$102K	0.9%
Vanguard Target Retirement 2035 Fund Mutual Fund N/A	Mutual Funds	—	—	$42K	0.4%
Fidelity Large Cap Value Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$29K	0.3%
Fidelity Large Cap Growth Idx Mutual Fund N/A	Common Collective Trusts	—	—	$17K	0.2%
Vanguard Target Retirement 2020 Fund Mutual Fund N/A	Mutual Funds	—	—	$15K	0.1%
Vanguard Target Retirement 2045 Fund Mutual Fund N/A	Mutual Funds	—	—	$12K	0.1%
Vanguard Target Retirement 2060 Fund Mutual Fund N/A	Mutual Funds	—	—	$11K	0.1%
Vanguard Target Retirement 2040 Fund Mutual Fund N/A	Mutual Funds	—	—	$7K	<0.1%
Vanguard Target Retirement 2025 Fund Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%
Vanguard Target Retirement 2065 Fund Mutual Fund N/A	Mutual Funds	—	—	$2K	<0.1%