Plan Snapshot
- Plan Sponsor: Preferred Real Estate Investments, INC.
- Sponsor EIN: 311562247
- Sponsor Address: 750 COMMUNICATIONS PARKWAY, COLUMBUS, OH, 43214
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $3.1M
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 | 64 | $3.1M | $66,468 | $313,084 |
| 2023 | 60 | $2.5M | $62,578 | $263,527 |
| 2022 | 57 | $1.8M | $43,954 | $230,055 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — 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 | $65,100 | — | $2,668 | — | — |
| 2023 | $58,809 | — | $1,868 | — | — |
| 2022 | $2,638 | — | — | — | — |