# Preferred Technologies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/preferred-technologies-llc-401k-plan

> Preferred Technologies, LLC's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Preferred Technologies, LLC

- **Sponsor EIN:** 202773870

- **Sponsor Address:** 1414 WEDGEWOOD ST, HOUSTON, TX, 77093

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

- **Total Participants:** 213

- **Total Assets:** $4.4M

## 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|213|$4.4M|$470,648|$644,436|

| 2023|127|$3.2M|$369,951|$569,836|

| 2022|86|$1.9M|$254,519|$352,990|

## 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|

| HAM, LANGSTON & BREZINA, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HAM, LANGSTON & BREZINA, L.L.P.](https://planprovider.pro/provider/ham-langston-and-brezina-llp) — 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|$6,900|—|$6,900|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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