Abksw Preferred Health Partners 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Abksw Preferred Health Partners
  • Sponsor EIN: 474482186
  • Sponsor Address: 3417GASTONAVESUITE700, DALLAS, TX, 75246
  • Plan Type: 401(k)
  • Total Participants: 131
  • Total Assets: $22.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024131$22.0M$425,731$1.4M
2023117$17.6M$363,363$967,469
202288$13.9M$308,690$752,605

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