Filings through .
Premier Plan Consultants
Matched across 5 name variants in the filings
Premier Plan Consultants summary
Premier Plan Consultants appears on 34 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $377M in assets for 14,840 participants. The median client plan holds $7.3M. Most client plans are sponsored in CA, CO and MO. The largest clients by plan assets are Child Development Associates, Inc., Cytek Biosciences, Inc. and Codefied Inc.. Plans reported $461K in direct and indirect compensation paid to Premier Plan Consultants. The median is $9K per plan.
- Participants
- 14,840
- Median plan assets
- $7.3M
- Median plan participants
- 222
- Median fees per plan
- $9K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Child Development Associates, Inc. | CA | $51.9M | 391 |
| Cytek Biosciences, Inc. | CA | $36.9M | 430 |
| Codefied Inc. | CO | $24.1M | 1,030 |
| Vuori, Inc. | CA | $22.4M | 2,484 |
| Kedren Community Health Center, Inc. | CA | $22.0M | 530 |
| Neurelis, Inc. | CA | $21.4M | 216 |
| Anacomp, Inc. | MO | $19.4M | 170 |
| Integrits Corporation | CA | $19.3M | 227 |
| Event Network, LLC | CA | $18.8M | 2,224 |
| Full Swing Golf, Inc. | CA | $18.1M | 243 |
| Trophy Automotive Dealer Group LLC | CA | $14.0M | 633 |
| Dietz, Gilmor & Chazen, Apc | CA | $11.2M | 146 |
| Madcap Software, Inc. | CO | $10.4M | 135 |
| St. Vincent De Paul Village | CA | $9.0M | 566 |
| Recode Therapeutics, Inc. | CA | $8.9M | 98 |
| Bridge Group HH, Inc. | CA | $8.0M | 494 |
| St. Vincent De Paul Village | CA | $7.6M | 654 |
| Alpha Mechanical, Inc. | CA | $7.0M | 184 |
| Truvian Sciences, Inc. | CA | $6.2M | 118 |
| United Support Services, Inc. | CA | $5.8M | 201 |
| Americare Health & Retirement, Inc. | CA | $5.8M | 347 |
| One World Ventures, LLC | CA | $5.5M | 1,039 |
| Resolvion, GP | NC | $5.4M | 200 |
| Nissho of California, Inc. | CA | $4.1M | 328 |
| Pe Management Group, Inc. | CA | $3.1M | 807 |
- CAParticipants 391
- Cytek Biosciences, Inc.$36.9MCAParticipants 430
- Codefied Inc.$24.1MCOParticipants 1,030
- Vuori, Inc.$22.4MCAParticipants 2,484
- CAParticipants 530
- Neurelis, Inc.$21.4MCAParticipants 216
- Anacomp, Inc.$19.4MMOParticipants 170
- Integrits Corporation$19.3MCAParticipants 227
- Event Network, LLC$18.8MCAParticipants 2,224
- Full Swing Golf, Inc.$18.1MCAParticipants 243
- CAParticipants 633
- CAParticipants 146
- Madcap Software, Inc.$10.4MCOParticipants 135
- CAParticipants 566
- CAParticipants 98
- CAParticipants 494
- CAParticipants 654
- CAParticipants 184
- CAParticipants 118
- CAParticipants 201
- CAParticipants 347
- CAParticipants 1,039
- Resolvion, GP$5.4MNCParticipants 200
- CAParticipants 328
- CAParticipants 807
Top client states
- CA29 plans
- CO2 plans
- MO1 plan
- NC1 plan
- WI1 plan
Frequently asked questions
- Who uses Premier Plan Consultants?
- 34 retirement plans list Premier Plan Consultants as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Child Development Associates, Inc., Cytek Biosciences, Inc., Codefied Inc., Vuori, Inc. and Kedren Community Health Center, Inc.. Most client plans are sponsored in CA, CO and MO.
- How many plans does Premier Plan Consultants serve?
- Premier Plan Consultants serves 34 retirement plans with $377M in plan assets and 14,840 participants, based on the latest Form 5500 filings through 2024.
- What does Premier Plan Consultants charge?
- Plans reported $461K in total Schedule C compensation paid to Premier Plan Consultants. The median plan paid $9K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served34+11 YoYRank #508 of mapped providers
Assets under administration$377M0.0%Rank #6615 by share of filed assets
Fees received$460,675Median $8,975/planSum across Schedule C direct + indirect
Net wins YoY+912 won - 3 lostPlan-level switch detection
See full Premier Plan Consultants analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets