Preferred Technologies 401(k) Profit Sharing Plan & Trust
Sponsored by Preferred Technologies, Llc · EIN 202773870 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 213
- With balances
- 168
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 |
|---|---|---|
| Trowe Price Retirement Plan Serv, I | Recordkeeping, Investment management | $3,200 |