Plan Snapshot
- Plan Sponsor: Preferred Healthcare Staffing, INC.
- Sponsor EIN: 330588440
- Sponsor Address: 4909 MURPHY CANYON ROAD, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 247 | $3.4M | $94,679 | $547,797 |
| 2023 | 277 | $2.9M | $73,318 | $531,501 |
| 2022 | 278 | $2.7M | $43,461 | $345,791 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,500
- Estimated Expense Ratio: 0.339% 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 | $38,848 | — | $1,506 | $11,500 | — |
| 2023 | $24,810 | — | $1,742 | $11,750 | — |
| 2022 | $22,805 | — | — | — | — |