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Original filing (PDF)20250924133710NAL0003047875001
PREFERRED PROPPANTS LLC
Form 5500
FILING_RECEIVED
PREFERRED COMPANIES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
71
Accounts w/ balance
212
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Target Retirement 2050 Inv" is 30% of plan.
- 65 bps in Schedule C fees — 124% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREFERRED PROPPANTS LLC.
Plan sponsor
Name
PREFERRED PROPPANTS LLC
EIN
35-2428622
Address
104 S. WAYNE AVE - #8308 · WAYNE, PA · 19087
Phone
(814) 360-3684
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
2025-09-24
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | — | HAVERTOWN, PA | CONTRACT ADMIN | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
31 direct securities· $11.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Inv | — | — | — | $3.4M | 30.1% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $1.3M | 11.7% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $778K | 6.9% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $584K | 5.1% | |
| American Century American Century Ultra R6 | — | — | — | $556K | 4.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $501K | 4.4% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $392K | 3.5% | |
| Vanguard 500 Index Admiral | — | — | — | $383K | 3.4% | |
| JPMorgan JP Morgan Equity Income R6 | — | — | — | $355K | 3.1% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $316K | 2.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $309K | 2.7% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $286K | 2.5% | |
| Vanguard Mid Cap Index Fund-Admiral | — | — | — | $257K | 2.3% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $238K | 2.1% | |
| maturing through December 2029 | — | — | — | $222K | 2.0% | |
| Janus Henderson Janus Henderson Enterprise N | — | — | — | $188K | 1.7% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $182K | 1.6% | |
| PGIM High-Yield R6 | — | — | — | $155K | 1.4% | |
| PGIM Total Return Bond R6 | — | — | — | $132K | 1.2% | |
| DFA Emerging Markets I | — | — | — | $129K | 1.1% | |
| Vanguard Energy Index Adm | — | — | — | $115K | 1.0% | |
| Fidelity Advisor Technology | — | — | — | $110K | 1.0% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $109K | 1.0% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $106K | 0.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $71K | 0.6% | |
| Janus Henderson Janus Henderson Venture N | — | — | — | $57K | 0.5% | |
| DFA US Targeted Value I | — | — | — | $44K | 0.4% | |
| DFA Inflation-Protected Securities I | — | — | — | $21K | 0.2% | |
| Invesco Real Estate R6 | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $1K | <0.1% |
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