How big is Premier Payroll Administration, Inc.'s plan?

Premier Payroll Administration, Inc.'s plan reported $20.5M in assets and 631 participants for 2024.

Original filing (PDF)20251013122056NAL0000586019001

Premier Payroll Administration, Inc.

Name: Premier Payroll Administration, Inc. — Premier, Form 5500 (2024)
Creator: Premier Payroll Administration, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Premier Payroll Administration, Inc. 401(k) Plan

401(k) retirement plan · Premier Payroll Administration, Inc.'s Premier Payroll Administration, Inc. 401(k) Plan held $20.5M in plan assets for 631 participants in 2024, with Empower as recordkeeper.

Active participants

631

Accounts w/ balance

320

Plan assets (EOY)

$20.5M

Net assets (EOY)

$20.5M

People on this filing

Diana Malats signed Premier Payroll Administration, Inc.'s 2024 Form 5500 as plan administrator.

Diana Malats — 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

Premier Payroll Administration, Inc.'s EIN is 99-4918516.

EIN 99-4918516

Plan number 001

Plan year 2024

ACK ID 20251013122056NAL0000586019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Premier Payroll Administration, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Premier Payroll Administration, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREMIER PAYROLL ADMINISTRATION, INC.

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How this plan invests

This plan

1 pooled trust

Schedule D

39 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

PREMIER PAYROLL ADMINISTRATION, INC

EIN

all filings

Address

1603 LBJ FREEWAY SUITE 800 · DALLAS, TX · 75234

Phone

(469) 522-4205

Industry

Real Estate

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$7K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$983	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC

Investments

39 direct securities · 1 pooled fund· $20.5M(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.

Mutual Funds

$9.6M

14 holdings

Other securities

$6.3M

22 holdings

Common Collective Trusts

$4.4M

1 holding

Common Collective Trust

$158K

1 holding

Common Stocks

$38K

1 holding

U.S. Treasuries

$5K

1 holding

					% of plan
Vanguard 500 Index Mutual fund	Common Collective Trusts	—	—	$4.4M	21.5%
Fidelity Invest Grade Bond Mutual fund	Mutual Funds	—	—	$2.3M	11.2%
Vanguard Total Intl Stock Indx Mutual fund	Mutual Funds	—	—	$1.5M	7.3%
Vanguard Mid Cap Index Adm Mutual fund	Mutual Funds	—	—	$1.4M	6.7%
Vanguard Samll Cap Index Mutual fund	Mutual Funds	—	—	$1.1M	5.5%
JPMorgan Lrg Cap Growth Mutual fund	Other securities	—	—	$1.0M	5.0%
American Funds American Bal Mutual fund	Mutual Funds	—	—	$922K	4.5%
Shelton Nasdaq 100 Index Dir Mutual fund	Other securities	—	—	$921K	4.5%
Dodge & Cox Stock Fund Mutual fund	Mutual Funds	—	—	$914K	4.5%
American Century Grwth Mutual fund	Other securities	—	—	$715K	3.5%
EI Fixed Account General account	Other securities	—	—	$544K	2.6%
Allspring Spec Mid Cap Val Mutual fund	Other securities	—	—	$479K	2.3%
JPMorgan US Equity Mutual Fund	Other securities	—	—	$425K	2.1%
Am Funds 2025 Target Date Mutual fund	Other securities	—	—	$423K	2.1%
Dodge & Cox Inc Fund I Mutual fund	Mutual Funds	—	—	$403K	2.0%
Am Funds 2035 Target Date Mutual fund	Other securities	—	—	$382K	1.9%
Vanguard Interim Term Bond Mutual fund	Mutual Funds	—	—	$307K	1.5%
Am Funds 2030 Target Date Mutual fund	Other securities	—	—	$261K	1.3%
Am Funds 2050 Target Date Mutual fund	Other securities	—	—	$204K	1.0%
MFS International Growth Mutual fund	Mutual Funds	—	—	$197K	1.0%
Vanguard Explorer Adm Mutual fund	Mutual Funds	—	—	$175K	0.9%
various dates thru 2029	Other securities	—	—	$171K	0.8%
American Funds New World Mutual fund	Mutual Funds	—	—	$169K	0.8%
GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$158K	0.8%
Am Funds 2010 Target Date Mutual fund	Other securities	—	—	$155K	0.8%
Am Funds 2020 Target Date Mutual fund	Other securities	—	—	$155K	0.8%
JPMorgan Mid Cap Grwth Mutual fund	Other securities	—	—	$111K	0.5%
Janus Henderson Balanced Mutual fund	Mutual Funds	—	—	$92K	0.4%
Am Funds 2045 Target Date Mutual fund	Other securities	—	—	$81K	0.4%
Am Funds 2060 Target Date Mutual fund	Other securities	—	—	$73K	0.4%
Am Funds 2040 Target Date Mutual fund	Other securities	—	—	$55K	0.3%
Oppenheimer Intnatl Growth Mutual fund	Mutual Funds	—	—	$53K	0.3%
Am Funds 2055 Target Date Mutual fund	Other securities	—	—	$49K	0.2%
Am Funds 2015 Target Date Mutual fund	Other securities	—	—	$42K	0.2%
Victory Sycamore Sm Co Opp Mutual fund	Common Stocks	—	—	$38K	0.2%
Carillon Eagle Mid Cap Grwth Mutual fund	Other securities	—	—	$28K	0.1%
DFA International Value I Mutual fund	Mutual Funds	—	—	$15K	<0.1%
Allspring Core Bond Mutual fund	Other securities	—	—	$10K	<0.1%
Federated US Treasury Cash Mutual fund Res	U.S. Treasuries	—	—	$5K	<0.1%
JHancock International Growth Mutual fund 530 * Allspring Spec Sm Cap Value Mutual fund	Other securities	—	—	$5K	<0.1%