Retirement plan

PREMIER REALTY SOLUTIONS LLC 401(K) PLAN

Name: PREMIER REALTY SOLUTIONS LLC - PREMIER REALTY SOLUTIONS LLC 401(K) PLAN (2025) Form 5500
Creator: PREMIER REALTY SOLUTIONS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER REALTY SOLUTIONS LLC 401(K) PLAN, PREMIER REALTY SOLUTIONS LLC

PREMIER REALTY SOLUTIONS LLCEIN 87-1692056Plan #001PY 2025

11606 88TH ST NE - LAKE STEVENS, WA 98258360-631-2996

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$122K

+30.4% from 2024

Total participants

0.0% from 2024

Average account balance

$122,088

+30.4% from 2024

Annual return

20.21%

-2.77 pp from 2024

Benchmarks

See 15,991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,991 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$122K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$122K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$298

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$298

$149 / participant

Other / not subdivided$298100.0%

% of EOY assets

0.244%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,088

$180,749-32.5%

$160,784-24.1%

$137,256-11.1%

Participation rate

50.0%

80.0%-30.0pp

77.0%-27.0pp

80.0%-30.0pp

Annual return

20.21%

2234.46%-2214.3pp

1803.92%-1783.7pp

220.34%-200.1pp

Employer contribution / active EE

$4,155-100.0%

$3,733-100.0%

$4,156-100.0%

Participant deferral / active EE

$4,750

$6,844-30.6%

$6,293-24.5%

$6,407-25.9%

Admin fee / account holder

$298

$10,397-97.1%

$9,717-96.9%

$12,270-97.6%

PREMIER REALTY SOLUTIONS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREMIER REALTY SOLUTIONS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion