Premier Technology Solutions, Inc.

unclassified
unclassified
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

2 allocators

Schedule C rows

3 rows, $90,053 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Local 807 Labor Management Pension Fund202416 50NONE$25,976
Local 808 Ibt Pension Plan202316 50NONE$41,182
Local 807 Labor Management Pension Fund202316 50NONE$22,895

What changed

  • Dec 31, 2025Consultant changedinferenceLocal 807 Labor Management Pension Fund
    Premier Technology Solutions, Inc. no longer appears on Local 807 Labor Management Pension Fund's Schedule C as general consultant (plan year 2025 vs 2024)
    with Premier Technology Solutions, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceLocal 808 Ibt Pension Plan
    Premier Technology Solutions no longer appears on Local 808 Ibt Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Premier Technology Solutions, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceLocal 808 Ibt Pension Plan
    Premier Technology Solutions appears on Local 808 Ibt Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Premier Technology Solutions, Inc.askebsa.dol.gov