How big is Premium Consulting LLC's plan?

Premium Consulting LLC's plan reported $9.3M in assets and 237 participants for 2024.

Original filing (PDF)20250820170249NAL0003514097001

Premium Consulting LLC

Name: Premium Consulting LLC — Next Level Solutions, Form 5500 (2024)
Creator: Premium Consulting LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Next Level Solutions Savings Plan Employees Retirement Plan

401(k) retirement plan · Premium Consulting LLC's Next Level Solutions Savings Plan Employees Retirement Plan held $9.3M in plan assets for 237 participants in 2024, with Empower as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

237

Accounts w/ balance

231

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Ellen Caldwell signed Premium Consulting LLC's 2024 Form 5500 as plan administrator.

Ellen Caldwell — 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 Consulting LLC's EIN is 45-4455464.

EIN 45-4455464

Plan number 002

Plan year 2024

ACK ID 20250820170249NAL0003514097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Premium Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Premium Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CONSULTING LLC.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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.

Plan sponsor

Name

PREMIUM CONSULTING LLC

EIN

all filings

Address

2135 E PRIMROSE · SUITE #A · SPRINGFIELD, MO · 65804

Phone

(833) 465-7669

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-08-20

Pension benefit codes

2E · Profit-sharing

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)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	—	JERSEY CITY, NJ	INVESTMENT ADVISOR	$27K	—

Investments

28 direct securities· $9.2M(98% of reported assets)

Mutual Funds

$8.4M

22 holdings

Common Collective Trusts

$439K

1 holding

Other securities

$313K

5 holdings

					% of plan
American Funds 2050 Trgt Date Retire Mutual Fund n/a	Mutual Funds	—	—	$1.5M	16.1%
American Funds 2040 Trgt Date Retire Mutual Fund n/a	Mutual Funds	—	—	$1.2M	13.1%
American Funds 2055 Trgt Date Retire Mutual Fund n/a	Mutual Funds	—	—	$1.2M	12.7%
American Funds 2045 Trgt Date Retire Mutual Fund n/a	Mutual Funds	—	—	$963K	10.3%
American Funds 2060 Trgt Date Retire Mutual Fund n/a	Mutual Funds	—	—	$749K	8.0%
Fidelity Large Cap Growth Index Mutual Fund n/a	Mutual Funds	—	—	$645K	6.9%
American Funds 2035 Trgt Date Retire Mutual Fund n/a	Mutual Funds	—	—	$556K	6.0%
Fidelity 500 Index Mutual Fund n/a	Common Collective Trusts	—	—	$439K	4.7%
American Funds 2025 Trgt Date Retire Mutual Fund n/a 507 * American Funds 2030 Trgt Date Retire Mutual Fund n/a	Mutual Funds	—	—	$407K	4.4%
American Funds 2065 Trgt Date Retire Mutual Fund n/a	Mutual Funds	—	—	$280K	3.0%
American Funds Growth Fund Of Amer Mutual Fund n/a	Mutual Funds	—	—	$186K	2.0%
Notes Receivable from Participants Maturity dates of 2025 to 2034 at -	Other securities	—	—	$169K	1.8%
Fidelity Mid Cap Index Mutual Fund n/a	Mutual Funds	—	—	$157K	1.7%
Putnam Small Cap Growth Mutual Fund n/a	Mutual Funds	—	—	$149K	1.6%
T. Rowe Price Inflation Protected Bond Mutual Fund n/a	Other securities	—	—	$102K	1.1%
American Funds Intl Gr And Inc Mutual Fund n/a	Mutual Funds	—	—	$95K	1.0%
DFA US Small Cap I Mutual Fund n/a	Mutual Funds	—	—	$82K	0.9%
American Funds 2020 Trgt Date Retire Mutual Fund n/a	Mutual Funds	—	—	$60K	0.6%
MFS Emerging Markets Equity Mutual Fund n/a	Mutual Funds	—	—	$58K	0.6%
American Funds American Balanced Mutual Fund n/a	Mutual Funds	—	—	$38K	0.4%
MFS Government Securities Mutual Fund n/a	Mutual Funds	—	—	$38K	0.4%
Fidelity US Bond Index Mutual Fund n/a	Mutual Funds	—	—	$26K	0.3%
EI Fixed Account - Series Class I Fixed Account n/a	Other securities	—	—	$19K	0.2%
American Funds American Mutual Fund n/a	Mutual Funds	—	—	$18K	0.2%
JPMorgan Corporate Bond Mutual Fund n/a	Other securities	—	—	$12K	0.1%
PGIM High-Yield Mutual Fund n/a	Other securities	—	—	$12K	0.1%
MFS Mid Cap Value Mutual Fund n/a	Mutual Funds	—	—	$5K	<0.1%
Invesco Main Street Mid Cap Mutual Fund n/a	Mutual Funds	—	—	$2K	<0.1%