Preferred Management Corp. Retirement Savings Plan
Sponsored by Preferred Management Corporation · EIN 731312311 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 569
- With balances
- 554
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $263,559 |
| Preferred Management Corp. | Claims processing, Recordkeeping, Custodial (other) | $154,418 |