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Original filing (PDF)20251013122056NAL0000586019001
PREMIER PAYROLL ADMINISTRATION, INC
Form 5500
FILING_RECEIVED
PREMIER PAYROLL ADMINISTRATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
631
Accounts w/ balance
320
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER PAYROLL ADMINISTRATION, INC.
Plan sponsor
Name
PREMIER PAYROLL ADMINISTRATION, INC
EIN
99-4918516
Address
1603 LBJ FREEWAY SUITE 800 · DALLAS, TX · 75234
Phone
(469) 522-4205
Industry
Real Estatesee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
FARMER, FUQUA & HUFF P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $983 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
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.
Uncategorized
$20.3M
39 holdings
Common Collective Trust
$158K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Mutual fund | — | — | — | $4.4M | 21.5% | |
| Fidelity Invest Grade Bond Mutual fund | — | — | — | $2.3M | 11.2% | |
| Vanguard Total Intl Stock Indx Mutual fund | — | — | — | $1.5M | 7.3% | |
| Vanguard Mid Cap Index Adm Mutual fund | — | — | — | $1.4M | 6.7% | |
| Vanguard Samll Cap Index Mutual fund | — | — | — | $1.1M | 5.5% | |
| JPMorgan Lrg Cap Growth Mutual fund | — | — | — | $1.0M | 5.0% | |
| American Funds American Bal Mutual fund | — | — | — | $922K | 4.5% | |
| Shelton Nasdaq 100 Index Dir Mutual fund | — | — | — | $921K | 4.5% | |
| Dodge & Cox Stock Fund Mutual fund | — | — | — | $914K | 4.5% | |
| American Century Grwth Mutual fund | — | — | — | $715K | 3.5% | |
| EI Fixed Account General account | — | — | — | $544K | 2.6% | |
| Allspring Spec Mid Cap Val Mutual fund | — | — | — | $479K | 2.3% | |
| JPMorgan US Equity Mutual Fund | — | — | — | $425K | 2.1% | |
| Am Funds 2025 Target Date Mutual fund | — | — | — | $423K | 2.1% | |
| Dodge & Cox Inc Fund I Mutual fund | — | — | — | $403K | 2.0% | |
| Am Funds 2035 Target Date Mutual fund | — | — | — | $382K | 1.9% | |
| Vanguard Interim Term Bond Mutual fund | — | — | — | $307K | 1.5% | |
| Am Funds 2030 Target Date Mutual fund | — | — | — | $261K | 1.3% | |
| Am Funds 2050 Target Date Mutual fund | — | — | — | $204K | 1.0% | |
| MFS International Growth Mutual fund | — | — | — | $197K | 1.0% | |
| Vanguard Explorer Adm Mutual fund | — | — | — | $175K | 0.9% | |
| various dates thru 2029 | — | — | — | $171K | 0.8% | |
| American Funds New World Mutual fund | — | — | — | $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 | — | — | — | $155K | 0.8% | |
| Am Funds 2020 Target Date Mutual fund | — | — | — | $155K | 0.8% | |
| JPMorgan Mid Cap Grwth Mutual fund | — | — | — | $111K | 0.5% | |
| Janus Henderson Balanced Mutual fund | — | — | — | $92K | 0.4% | |
| Am Funds 2045 Target Date Mutual fund | — | — | — | $81K | 0.4% | |
| Am Funds 2060 Target Date Mutual fund | — | — | — | $73K | 0.4% | |
| Am Funds 2040 Target Date Mutual fund | — | — | — | $55K | 0.3% | |
| Oppenheimer Intnatl Growth Mutual fund | — | — | — | $53K | 0.3% | |
| Am Funds 2055 Target Date Mutual fund | — | — | — | $49K | 0.2% | |
| Am Funds 2015 Target Date Mutual fund | — | — | — | $42K | 0.2% | |
| Victory Sycamore Sm Co Opp Mutual fund | — | — | — | $38K | 0.2% | |
| Carillon Eagle Mid Cap Grwth Mutual fund | — | — | — | $28K | 0.1% | |
| DFA International Value I Mutual fund | — | — | — | $15K | <0.1% | |
| Allspring Core Bond Mutual fund | — | — | — | $10K | <0.1% | |
| Federated US Treasury Cash Mutual fund Res | — | — | — | $5K | <0.1% | |
| JHancock International Growth Mutual fund 530 * Allspring Spec Sm Cap Value Mutual fund | — | — | — | $5K | <0.1% |
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