How big is Preferred Group Plans, Inc.'s plan?

Preferred Group Plans, Inc.'s plan reported $348K in assets and 5 participants for 2024.

Original filing (PDF)20251016101517NAL0012887586001

Preferred Group Plans, Inc.

Name: Preferred Group Plans, Inc. — The Preferred Group, Form 5500 (2024)
Creator: Preferred Group Plans, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Preferred Group 401(k) Plan

401(k) retirement plan · Preferred Group Plans, Inc.'s The Preferred Group 401(k) Plan held $348K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

People on this filing

Thomas P Collins Jr. signed Preferred Group Plans, Inc.'s 2024 Form 5500 as plan administrator.

Thomas P Collins Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Preferred Group Plans, Inc.'s EIN is 22-2962394.

EIN 22-2962394

Plan number 001

Plan year 2024

ACK ID 20251016101517NAL0012887586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Preferred Group Plans, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Preferred Group Plans, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (96th percentile).

Plan sponsor

Name

PREFERRED GROUP PLANS, INC.

EIN

all filings

Address

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

Phone

(518) 641-0321

Industry

Finance & Insurance

Plan administrator