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Original filing (PDF)20251223093828NAL0016102368001
PREMIUM SERVICE BRANDS, LLC
Form 5500
FILING_RECEIVED
PREMIUM SERVICE BRANDS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.2 mo47% in single holding
Active participants
88
Accounts w/ balance
147
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
95
Concentration risk
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
- Top holding "Vanguard Vanguard Total Stock Mkt Idx Adm shares" is 47% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIUM SERVICE BRANDS, LLC.
Plan sponsor
Name
PREMIUM SERVICE BRANDS, LLC
EIN
47-3476328
Address
126 GARRETT ST · SUITE J · CHARLOTTESVILLE, VA · 22902
Phone
(434) 995-5582
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
2025-12-23
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
ROBINSON, FARMER, COX ASSOCS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $7K | — |
Investments
12 direct securities· $1.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm shares | — | — | — | $591K | 47.4% | |
| Vanguard Total Intl Stock Index Admiral shares | — | — | — | $302K | 24.2% | |
| Vanguard Small Cap Index Adm shares ** 307 Vanguard Small Cap Value Index Admiral shares ** 217 Vanguard Total Bond Market Index Adm shares | — | — | — | $101K | 8.1% | |
| Vanguard Real Estate Index Admiral shares | — | — | — | $86K | 6.9% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm shares | — | — | — | $82K | 6.5% | |
| Vanguard Total Intl Bd Idx shares | — | — | — | $45K | 3.6% | |
| BANC Master Deposit Account a units ** 2 Vanguard Federal Money Market Investor units ** 93 Cash units | — | — | — | $18K | 1.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Small Cap shares ** 11 Vanguard 5500 Index Admiral shares | — | — | — | $7K | 0.6% | |
| Vanguard Developed Markets Index Admiral shares ** 17 Vanguard FTSE Social Index Admiral shares ** 220 Vanguard Growth Index Admiral shares | — | — | — | $6K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral shares ** 234 Vanguard Mid Cap Index Admiral shares | — | — | — | $3K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral shares | — | — | — | $2K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral shares | — | — | — | $2K | 0.2% |
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