Preferred Bank 401(k) Profit Sharing Plan
Sponsored by Preferred Bank · EIN 954340199 · Plan #001
- Total assets
- $58.8M
- Net assets
- $58.8M
- Active participants
- 312
- With balances
- 333
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 |
|---|---|---|
| Newport Group, Inc. | Sub-transfer agency fees, Shareholder servicing fees | $30,347 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $970 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |