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Original filing (PDF)20251015142849NAL0002451875001
PREFERRED TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
PREFERRED TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
213
Accounts w/ balance
168
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s * T. Rowe Price T. Rowe Price Retirement 2040 Fund" is 27% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREFERRED TECHNOLOGIES, LLC.
Plan sponsor
Name
PREFERRED TECHNOLOGIES, LLC
EIN
20-2773870
Address
1414 WEDGEWOOD ST · HOUSTON, TX · 77093
Phone
(281) 442-0550
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAM, LANGSTON & BREZINA, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TROWE PRICE RETIREMENT PLAN SERV, I | 04-3157927 | OWINGS MILLS, MD | RECORDKEEPER | $3K | — |
Investments
21 direct securities· $4.4M(100% of reported assets)
Uncategorized
$3.2M
20 holdings
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * T. Rowe Price T. Rowe Price Retirement 2040 Fund | Mutual Funds | — | — | $1.2M | 26.6% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $788K | 17.9% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $656K | 14.9% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $429K | 9.8% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $302K | 6.9% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | — | — | — | $270K | 6.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $242K | 5.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $132K | 3.0% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $119K | 2.7% | |
| Participant loans Participant loans bearing interest at rates ranging from 4.00% to 9.35% | — | — | — | $81K | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $70K | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $48K | 1.1% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $41K | 0.9% | |
| Victory Capital Victory Sycamore Small Company Opportunity Fund I | — | — | — | $7K | 0.2% | |
| T. Rowe Price T. Rowe Price Equity Income Fund | — | — | — | $6K | 0.1% | |
| Money Market Funds * T. Rowe Price T. Rowe Price Government Money Fund | — | — | — | $5K | 0.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $5K | 0.1% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | — | — | — | $5K | 0.1% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | — | — | — | $5K | 0.1% | |
| Franklin Templeton Developing Markets Trust - Advisor Class | — | — | — | $2K | <0.1% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $2K | <0.1% |
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