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Original filing (PDF)20251014133311NAL0001426771001
PREMIER MARINE LLC
Form 5500
FILING_RECEIVED
PREMIER MARINE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~155 bps in Sched C feesNo recordkeeper disclosed
Active participants
144
Accounts w/ balance
204
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 155 bps in Schedule C fees — 198% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER MARINE LLC.
Plan sponsor
Name
PREMIER MARINE LLC
EIN
86-3047272
Address
1200 MINNESOTA AVE · BIG LAKE, MN · 55309
Phone
(763) 207-2800
Industry
Manufacturingsee 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
2025-10-14
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC | 82-4555287 | — | INVESTMENT ADVISOR | $15K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC 401K | 41-0955056 | — | CONTRACT ADMIN | $16K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GRENNWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
24 direct securities · 1 pooled fund· $3.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.2M
24 holdings
Common Collective Trust
$38K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund | — | — | — | $414K | 12.9% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund | — | — | — | $397K | 12.4% | |
| Ishares S&P 500 Index K Mutual Fund | — | — | — | $289K | 9.0% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund | — | — | — | $262K | 8.2% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | — | — | — | $233K | 7.3% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $219K | 6.8% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | — | — | — | $204K | 6.4% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Fund | — | — | — | $201K | 6.3% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | — | — | — | $192K | 6.0% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund | — | — | — | $163K | 5.1% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | — | — | — | $113K | 3.5% | |
| Ishares Russell Small/Mid-Cap Index K Mutual Fund | — | — | — | $87K | 2.7% | |
| Ishares Msci Total International Index Mutual Fund | — | — | — | $65K | 2.0% | |
| American Funds American Balanced R6 Mutual Fund 216 American Funds New Perspective R6 Mutual Fund | — | — | — | $60K | 1.9% | |
| Participant Loans at 5.25% - 10.50% | — | — | — | $56K | 1.7% | |
| PUTNAME STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $38K | 1.2% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $33K | 1.0% | |
| Pgim Total Return Bond R6 Mutual Fund | — | — | — | $31K | 1.0% | |
| Fidelity Real Estate Index Institutional Mutual Fund | — | — | — | $30K | 0.9% | |
| Fidelity Freedom Index 2010 Instl Prem Mutual Fund | — | — | — | $25K | 0.8% | |
| American Funds New World R6 Mutual Fund | — | — | — | $22K | 0.7% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $20K | 0.6% | |
| Fidelity Freedom Index 2020 Instl Prem Mutual Fund | — | — | — | $18K | 0.6% | |
| Ab Small Cap Growth Mutual Fund | — | — | — | $13K | 0.4% | |
| American Century Small Cap Value R6 Mutual Fund | — | — | — | $12K | 0.4% |
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