# Preferred Apartment Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/preferred-apartment-advisors-llc-401k-plan

> Preferred Apartment Advisors, LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Preferred Apartment Advisors, LLC

- **Sponsor EIN:** 272609991

- **Sponsor Address:** 3284 NORTHSIDE PARKWAY, ATLANTA, GA, 30327

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$1.0M|$1.2M|

| 2023|357|$14.3M|$746,203|$1.1M|

| 2022|290|$13.8M|$472,071|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$177,732|—|$177,732|

| ARISTA ADVISORY GROUP|INVESTMENT ADVISORY|—|$66,954|$66,954|

| ASCENSUS|OTHER SERVICES|—|$9,326|$9,326|

| MOORE COLSON & COMPANY PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — OTHER SERVICES

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $254,012

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$92,390|—|$92,390|—|—|

| 2023|$88,866|—|$88,866|—|—|

| 2022|$103,828|—|$103,828|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/preferred-apartment-advisors-llc-401k-plan)

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