Plan Snapshot
- Plan Sponsor: Preferred Care Holdings, LLC
- Sponsor EIN: 475373918
- Sponsor Address: 15 AMERICA AVENUE, LAKEWOOD, NJ, 08701
- Plan Type: 401(k)
- Total Participants: 1,667
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,667 | $4.7M | $219,152 | $1.3M |
| 2023 | 1,527 | $3.3M | $152,947 | $902,782 |
| 2022 | 967 | $1.8M | $88,024 | $468,313 |
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 |
|---|---|---|---|---|
| ALLAN GOODMAN, CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALLAN GOODMAN, CPA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $66,384 | — | $66,384 | — | — |
| 2023 | $39,739 | — | $39,739 | — | — |
| 2022 | $23,235 | — | $23,235 | — | — |