Hiren Chandiramani signed Preferred Travel Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Preferred Travel Group's EIN is 36-4411818.
Download the official 2024 Form 5500 (PDF) for Preferred Travel Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Preferred Travel Group's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER SECURITIES LLC | 36-4454225 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS LIFETIME 2035 R3 | Mutual Funds | — | $3.7M | $4.2M | 11.7% | |
| MFS LIFETIME 2045 R3 | Mutual Funds | — | $2.9M | $3.3M | 9.1% | |
| MFS LIFETIME 2040 R3 | Mutual Funds | — | $2.7M | $3.0M | 8.3% | |
| MFS LIFETIME 2050 R3 | Mutual Funds | — | $2.7M | $3.0M | 8.2% | |
| MFS LIFETIME INC R3 | Mutual Funds | — | $2.9M | $2.8M | 7.9% | |
| FRANKLIN DYNATECH A | Mutual Funds | — | $1.2M | $2.4M | 6.8% | |
| MFS LIFETIME 2055 R3 | Mutual Funds | — | $2.0M | $2.2M | 6.1% | |
| MFS LIFETIME 2030 R3 | Mutual Funds | — | $2.0M | $2.0M | 5.6% | |
| PUTN LG CAP VAL A | Other securities | — | $1.5M | $1.9M | 5.3% | |
| IS S&P 500 IDX IS | Common Collective Trusts | — | $1.0M | $1.5M | 4.3% | |
| MFS LIFETIME 2025 R3 | Mutual Funds | — | $1.5M | $1.5M | 4.3% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $903K | $1.1M | 3.1% | |
| MFS INTL INTR VAL R3 | Mutual Funds | — | $1.1M | $946K | 2.6% | |
| JH DSCPL VAL MDCP A | Other securities | — | $580K | $685K | 1.9% | |
| AB SM CAP GRTH I | Other securities | — | $576K | $619K | 1.7% | |
| COL MID CAP IDX A | Common Collective Trusts | — | $590K | $570K | 1.6% | |
| INVS DEVELOP MKT A | Other securities | — | $513K | $516K | 1.4% | |
| FA MATERIALS I | Other securities | — | $485K | $491K | 1.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $440K | 1.2% | |
| UM BEHAVIORAL VAL A | Other securities | — | $285K | $337K | 0.9% | |
| VT INTL SM CAP A | Other securities | — | $250K | $279K | 0.8% | |
| LS LT GOVT & AGCY Y | Other securities | — | $243K | $245K | 0.7% | |
| INVS CORE BOND R6 | Other securities | — | $242K | $240K | 0.7% | |
| PIM EM MKTS BD INST | Other securities | — | $240K | $214K | 0.6% | |
| COL OVERSEAS VAL I | Other securities | — | $211K | $199K | 0.6% | |
| C&S REAL ESTATE I | Other securities | — | $178K | $187K | 0.5% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $149K | $144K | 0.4% | |
| BLKRK HI YLD INST | Other securities | — | $140K | $135K | 0.4% | |
| BLACKROCK INCOME IS | Other securities | — | $141K | $127K | 0.4% | |
| CALV US LG CP CRI I | Other securities | — | $92K | $117K | 0.3% | |
| EV FLTNG RT&HI INC A | Common Stocks | — | $119K | $114K | 0.3% | |
| TRP GLB MLT-SEC BD I | Other securities | — | $113K | $104K | 0.3% | |
| AF US GOVT SEC R6 | Other securities | — | $73K | $71K | 0.2% | |
| FID GOVT MMKT DM | Mutual Funds | — | $71K | $71K | 0.2% | |
| BLKRK COMMDTY STR IS | Other securities | — | $68K | $71K | 0.2% | |
| PGIM GLOBAL RE Z | Other securities | — | $71K | $60K | 0.2% | |
| VRTS D&P WATER INST | Other securities | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
