# Preferred Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/preferred-management-corporation-401k-plan

> Preferred Management Corporation's 401(k) plan: 569 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Preferred Management Corporation

- **Sponsor EIN:** 731312311

- **Sponsor Address:** 120 W MACARTHUR STREET, SHAWNEE, OK, 74804

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

- **Total Participants:** 569

- **Total Assets:** $19.1M

## 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|569|$19.1M|$87,832|$1.9M|

| 2023|640|$16.7M|$84,419|$1.8M|

| 2022|603|$13.5M|$85,676|$1.8M|

## 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|

| DWC|Auditor|—|—|$0|

## 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|$17,103|—|$17,103|—|—|

| 2023|$13,895|—|$13,895|—|—|

| 2022|$17,391|—|$17,391|—|—|

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