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Original filing (PDF)20250820170249NAL0003514097001
PREMIUM CONSULTING LLC
Form 5500
FILING_RECEIVED
NEXT LEVEL SOLUTIONS SAVINGS PLAN EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Active participants
237
Accounts w/ balance
231
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
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 (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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIUM CONSULTING LLC.
Plan sponsor
Name
PREMIUM CONSULTING LLC
EIN
45-4455464
Address
2135 E PRIMROSE · SUITE #A · SPRINGFIELD, MO · 65804
Phone
(833) 465-7669
Industry
Custom Computer Programming· 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
2025-08-20
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ALEXANDER& WILLIAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Trgt Date Retire Mutual Fund n/a | — | — | — | $1.5M | 16.1% | |
| American Funds 2040 Trgt Date Retire Mutual Fund n/a | — | — | — | $1.2M | 13.1% | |
| American Funds 2055 Trgt Date Retire Mutual Fund n/a | — | — | — | $1.2M | 12.7% | |
| American Funds 2045 Trgt Date Retire Mutual Fund n/a | — | — | — | $963K | 10.3% | |
| American Funds 2060 Trgt Date Retire Mutual Fund n/a | — | — | — | $749K | 8.0% | |
| Fidelity Large Cap Growth Index Mutual Fund n/a | — | — | — | $645K | 6.9% | |
| American Funds 2035 Trgt Date Retire Mutual Fund n/a | — | — | — | $556K | 6.0% | |
| Fidelity 500 Index Mutual Fund n/a | — | — | — | $439K | 4.7% | |
| American Funds 2025 Trgt Date Retire Mutual Fund n/a 507 * American Funds 2030 Trgt Date Retire Mutual Fund n/a | — | — | — | $407K | 4.4% | |
| American Funds 2065 Trgt Date Retire Mutual Fund n/a | — | — | — | $280K | 3.0% | |
| American Funds Growth Fund Of Amer Mutual Fund n/a | — | — | — | $186K | 2.0% | |
| Notes Receivable from Participants Maturity dates of 2025 to 2034 at - | — | — | — | $169K | 1.8% | |
| Fidelity Mid Cap Index Mutual Fund n/a | — | — | — | $157K | 1.7% | |
| Putnam Small Cap Growth Mutual Fund n/a | — | — | — | $149K | 1.6% | |
| T. Rowe Price Inflation Protected Bond Mutual Fund n/a | — | — | — | $102K | 1.1% | |
| American Funds Intl Gr And Inc Mutual Fund n/a | — | — | — | $95K | 1.0% | |
| DFA US Small Cap I Mutual Fund n/a | — | — | — | $82K | 0.9% | |
| American Funds 2020 Trgt Date Retire Mutual Fund n/a | — | — | — | $60K | 0.6% | |
| MFS Emerging Markets Equity Mutual Fund n/a | — | — | — | $58K | 0.6% | |
| American Funds American Balanced Mutual Fund n/a | — | — | — | $38K | 0.4% | |
| MFS Government Securities Mutual Fund n/a | — | — | — | $38K | 0.4% | |
| Fidelity US Bond Index Mutual Fund n/a | — | — | — | $26K | 0.3% | |
| EI Fixed Account - Series Class I Fixed Account n/a | — | — | — | $19K | 0.2% | |
| American Funds American Mutual Fund n/a | — | — | — | $18K | 0.2% | |
| JPMorgan Corporate Bond Mutual Fund n/a | — | — | — | $12K | 0.1% | |
| PGIM High-Yield Mutual Fund n/a | — | — | — | $12K | 0.1% | |
| MFS Mid Cap Value Mutual Fund n/a | — | — | — | $5K | <0.1% | |
| Invesco Main Street Mid Cap Mutual Fund n/a | — | — | — | $2K | <0.1% |
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