Preferred Travel Group 401(k) Profit Sharing Plan
Sponsored by Preferred Travel Group · EIN 364411818 · Plan #001
- Total assets
- $36.1M
- Net assets
- $36.1M
- Active participants
- 225
- With balances
- 294
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,406 |
| Hightower Securities Llc | Other commissions | $0 |