Premier Banks Retirement Fund 401(k) match, vesting and fees
What Premier Banks Retirement Fund's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Smith Schafer and Associates, Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Premier Banks Retirement Fund: employer contribution per participant | $5,114 | |
| Peer median | $2,868 |
| Premier Banks Retirement Fund: average balance | $134,636 | |
| Peer median | $95,281 |
| Premier Banks Retirement Fund: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $23.4M at the end of plan year 2022 to $32M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 251 | $32M | $1.2M | $5,114 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 239 | $27.1M | $1.3M | $6,273 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 231 | $23.4M | — | — | — | Not published | Form 5500 ↗ |
Common questions
Does Premier Banks Retirement Fund match 401(k) contributions?
The match terms for the Premier Banks Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $5,114 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Premier Banks Retirement Fund 401(k) match vested?
The vesting schedule for the Premier Banks Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Premier Banks Retirement Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Premier Banks Retirement Fund.
I left Premier Banks Retirement Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Premier Banks Retirement Fund, (651) 855-1163) or the recordkeeper, Stancorp Financial Group. The Premier Banks Retirement Fund old 401(k) page lists the contacts from every plan filing. Find an old Premier Banks Retirement Fund 401(k)
Data from the public Form 5500 annual reports Premier Banks Retirement Fund filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Premier Banks Retirement Fund. Not financial advice. Report a correction · Methodology