# Preferred Care Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/preferred-care-holdings-llc-401k-plan

> Preferred Care Holdings, LLC's 401(k) plan: 1,667 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BENEFIT PLANS PLUS LLC|CONTRACT ADMINISTRATOR|$11,070|—|$11,070|

| 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](https://planprovider.pro/provider/alan-goodman-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,070

- **Estimated Expense Ratio:** 0.236% of plan assets

### 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|—|—|

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

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