Original filing (PDF)20240920095644NAL0015044178001

PREFERRED DATA, INC.

Name: PREFERRED DATA, INC. — THE PREFERRED GROUP 401(K) PLAN, Form 5500 (2023)
Creator: PREFERRED DATA, INC.

Form 5500-SF

FILING_RECEIVED

THE PREFERRED GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$313K

Net assets (EOY)

$313K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREFERRED DATA, INC..

Plan sponsor

Name

PREFERRED DATA, INC.

EIN

14-1725147

Address

19 BRITISH AMERICAN BLVD. WEST · LATHAM, NY · 12110

Phone

(518) 641-0321

Industry