Preferred Bank 401(k) Plan

The Preferred Bank 401(k) on its latest Form 5500

Preferred Bank (EIN 95-4340199) reports PREFERRED BANK 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $58.8M in plan assets across 312 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Preferred Bank filing — schedules, fees, and providers.

Who runs the Preferred Bank 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Preferred Bank 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP, ADP BROKER-DEALER.

How to check your Preferred Bank 401(k)

• Log in to Newport Group’s participant portal (the site on your statements).
• Ask Preferred Bank HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).