Preferred Companies 401(k) Plan
Sponsored by Preferred Companies · EIN 854220981 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 93
- With balances
- 102
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Group Private Client Services, Inc. CRD 312837 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kdp Retirement Plan Services Inc | Accounting, Actuarial, Consulting (pension) | $1,050 |
| Capital Group Retirement Plan Servi | Recordkeeping, Investment management, Participant loan processing | $475 |