Premier Mortgage Resources 401(k) match, vesting and fees
What Premier Mortgage Resources' 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Richey May & Co LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Premier Mortgage Resources: employer contribution per participant | $1,218 | |
| Peer median | $2,868 |
| Premier Mortgage Resources: average balance | $51,356 | |
| Peer median | $95,281 |
| Premier Mortgage Resources: admin expenses ÷ assets | 0.66% | |
| 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 $8M at the end of plan year 2021 to $10.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 368 | $10.4M | $247K | $1,218 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 318 | $8.6M | $265K | $991 | 0.77% | Not published | Form 5500 ↗ |
| 2022 | 348 | $7.2M | $336K | $1,572 | 0.64% | Not published | Form 5500 ↗ |
| 2021 | 378 | $8M | $0 | $0 | 0.42% | Not published | Form 5500 ↗ |
Other Premier Mortgage Resources plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Premier Mortgage Resources Employee Stock Ownership Plan
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.
| Independent auditor | Richey May & Co., LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Premier Mortgage Resources match 401(k) contributions?
The match terms for the Premier Mortgage Resources 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $247K in employer contributions, about $1,218 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Premier Mortgage Resources 401(k) match vested?
The vesting schedule for the Premier Mortgage Resources 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Premier Mortgage Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Premier Mortgage Resources.
I left Premier Mortgage Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Premier Mortgage Resources, (208) 515-2938) or the recordkeeper, Empower Annuity Insurance Company O. The Premier Mortgage Resources old 401(k) page lists the contacts from every plan filing. Find an old Premier Mortgage Resources 401(k)
Data from the public Form 5500 annual reports Premier Mortgage Resources filed with the U.S. Department of Labor (plan years 2021 and 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 Mortgage Resources. Not financial advice. Report a correction · Methodology