Original filing (PDF)20250922171542NAL0004917489001

PREFERRED CHARTERS LLC

Name: PREFERRED CHARTERS LLC — PREFERRED CHARTERS LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PREFERRED CHARTERS LLC

Form 5500-SF

FILING_RECEIVED

PREFERRED CHARTERS LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREFERRED CHARTERS LLC.

Plan sponsor

Name

PREFERRED CHARTERS LLC

EIN

20-4054572

Address

520 EAST TODD ROAD · SANTA ROSA, CA · 95407

Phone

(707) 585-9110

Industry

Transportation & Warehousingsee 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

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

NORTHBAY TRANSIT GROUP INC

NORTHBAY TRANSIT GROUP INC 401K PLAN

$134K · 130 participants

BOWDON COACHES LLC

BOWDON COACHES LLC 401K PLAN

$174K · 1 participants

C LONDON TRAVEL

C LONDON TRAVEL 401(K) PLAN

$125K · 9 participants

PROFESSIONAL CHARTER SERVICES, LLC

PROFESSIONAL CHARTER SERVICES, LLC 401(K) PLAN

$120K · 15 participants

HARMON BROTHERS CHARTER SERVICE,

HARMON BROTHERS CHARTER SERVICE, INC. 401(K) PLAN

$117K · 55 participants