Preferred Properties Coastal R 401(k) Plan

The Preferred Properties Coastal R 401(k) on its latest Form 5500

Preferred Properties Coastal R (EIN 65-0909846) reports PREFERRED PROPERTIES COASTAL R 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $260K in plan assets across 10 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 Properties Coastal R filing — schedules, fees, and providers.

Who runs the Preferred Properties Coastal R 401(k)?

Preferred Properties Coastal R’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Preferred Properties Coastal RHR for the recordkeeper’s name and login.

How to check your Preferred Properties Coastal R 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Preferred Properties Coastal R 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).