Preferred Credit, Inc. Retirement Savings Plan
Sponsored by Preferred Credit, Inc. · EIN 411643940 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 238
- With balances
- 278
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strong Tower Advisory Services Llc CRD 315106 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $29,122 |
| Strong Tower Advisory Services | Investment advisory (plan), Direct payment from the plan | $16,643 |