# Preferred Mutual Insurance Company DC Plan
Source: https://planprovider.pro/companies/preferred-mutual-insurance-company-plan-003

> Preferred Mutual Insurance Company's DC plan: 312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Preferred Mutual Insurance Company

- **Sponsor EIN:** 150420080

- **Sponsor Address:** 1 PREFERRED WAY, NEW BERLIN, NY, 134111800

- **Plan Type:** DC

- **Total Participants:** 312

- **Total Assets:** $48.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|312|$48.4M|$858,976|$2.4M|

| 2023|290|$44.4M|$823,311|$2.1M|

| 2022|294|$39.3M|$784,029|$1.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,763|—|$19,763|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,061|—|$8,061|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,824

- **Estimated Expense Ratio:** 0.057% 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|$27,824|$8,061|—|—|—|

| 2023|$19,094|$4,382|—|—|—|

| 2022|$12,348|$2|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/preferred-mutual-insurance-company-plan-003)

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