Back to filter
Original filing (PDF)20251015161331NAL0010240802001
PREMIER SERVICE COMPANY, INC.
Form 5500
FILING_RECEIVED
PREMIER SERVICE COMPANY, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
121
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER SERVICE COMPANY, INC..
Plan sponsor
Name
PREMIER SERVICE COMPANY, INC.
EIN
63-1063481
Address
1201 15TH ST · TUSCALOOSA, AL · 354014633
Phone
(205) 752-6332
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 47-3184970 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | 43-0538770 | ST LOUIS, MO | NVESTMENT ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECISION TPA, LLC | 47-3184970 | CHARLOTTE, NC | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 47-3184970 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $426 | — |
Investments
23 direct securities · 1 pooled fund· $9.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.5M
23 holdings
Pooled Separate Account
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT SCAI MASSMUTUAL LIFE INS CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.5M | 96.8% | |
| Mass Mutual/Empower American Funds 2050 Target Date Retire R6 | — | — | — | $467K | 10.1% | |
| Mass Mutual/Empower Franklin Growth R6 | — | — | — | $419K | 9.1% | |
| Mass Mutual/Empower American Funds 2040 Target Date Retire R6 | — | — | — | $409K | 8.9% | |
| Mass Mutual/Empower American Funds 2045 Target Date Retire R6 | — | — | — | $371K | 8.0% | |
| Mass Mutual/Empower American Funds 2035 Target Date Retire R6 | — | — | — | $364K | 7.9% | |
| Mass Mutual/Empower Mass Mutual S&P 500 Index Fund | — | — | — | $303K | 6.6% | |
| Mass Mutual/Empower American Funds 2025 Target Date Retire R6 | — | — | — | $285K | 6.2% | |
| Mass Mutual/Empower American Funds 2010 Target Date Retire R6 312 * Mass Mutual/Empower American Funds 2015 Target Date Retire R6 825 * Mass Mutual/Empower American Funds 2020 Target Date Retire R6 | — | — | — | $250K | 5.4% | |
| Mass Mutual/Empower Victory Sycamore Established Value R6 | — | — | — | $212K | 4.6% | |
| Mass Mutual/Empower Mass Mutual Mid Cap Growth I | — | — | — | $210K | 4.5% | |
| Mass Mutual/Empower American Funds 2030 Target Date Retire R6 | — | — | — | $205K | 4.4% | |
| Mass Mutual/Empower Hartford International Opportunities R6 | — | — | — | $155K | 3.3% | |
| Mass Mutual/Empower BlackRock Total Return K | — | — | — | $151K | 3.3% | |
| Mass Mutual/Empower Mass Mutual Small Cap Opportunities I | — | — | — | $141K | 3.0% | |
| Mass Mutual/Empower Invesco Small Cap Growth Fund | — | — | — | $131K | 2.8% | |
| Mass Mutual/Empower American Funds Growth Fund of America R6 | — | — | — | $121K | 2.6% | |
| Mass Mutual/Empower Templeton Global Bond R6 | — | — | — | $108K | 2.3% | |
| Mass Mutual/Empower American Funds EuroPacific Growth R6 | — | — | — | $80K | 1.7% | |
| Mass Mutual/Empower Mass Mutual Total Return Bond I | — | — | — | $49K | 1.1% | |
| Mass Mutual/Empower Fixed account | — | — | — | $35K | 0.8% | |
| Mass Mutual/Empower American Funds New World R6 | — | — | — | $30K | 0.7% | |
| Mass Mutual/Empower American Funds AMCAP R6 | — | — | — | $9K | 0.2% | |
| Mass Mutual/Empower Mass Mutual Global I | — | — | — | $4K | <0.1% |