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Original filing (PDF)20251010191226NAL0004872083001
PREFERRED MANAGEMENT CORPORATION
Form 5500
FILING_RECEIVED
PREFERRED MANAGEMENT CORP. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
36% in single holding~218 bps in Sched C feesNo recordkeeper disclosed
Active participants
569
Accounts w/ balance
554
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s - * Minnesota Life Insurance Company Securian AM S&P 500 Index" is 36% of plan.
- 218 bps in Schedule C fees — 653% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREFERRED MANAGEMENT CORPORATION.
Plan sponsor
Name
PREFERRED MANAGEMENT CORPORATION
EIN
73-1312311
Address
120 W MACARTHUR STREET · SUITE 121 · SHAWNEE, OK · 74804
Phone
(405) 878-0202
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-10
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DWC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $264K | — |
| PREFERRED MANAGEMENT CORP. | 47-2953938 | — | NONE | $154K | — |
Investments
18 direct securities · 1 pooled fund· $37.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$18.6M
1 holding
Uncategorized
$12.3M
17 holdings
Pooled Separate Accounts
$6.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $18.6M | 97.2% | |
| s - * Minnesota Life Insurance Company Securian AM S&P 500 Index | Pooled Separate Accounts | — | — | $6.8M | 35.5% | |
| Minnesota Life Insurance Company Fidelity Global ex US Index | — | — | — | $3.4M | 17.7% | |
| Minnesota Life Insurance Company Vanguard Extended Market Index Admiral | — | — | — | $2.7M | 14.0% | |
| Minnesota Life Insurance Company Vanguard Interm Bond Index Admiral | — | — | — | $1.9M | 10.1% | |
| Minnesota Life Insurance Company Vanguard Total Bond Market Index Admiral | — | — | — | $1.9M | 10.1% | |
| Loans, ranging from 1-5 years maturity with * Participant Loans interest rates of 5.5% - 10.75% | — | — | — | $535K | 2.8% | |
| Fully benefit-responsive guaranteed fund - * Minnesota Life - Guaranteed Return Account Annuity Contract | — | — | — | $480K | 2.5% | |
| Minnesota Life Insurance Company MFS Growth R3 | — | — | — | $400K | 2.1% | |
| Minnesota Life Insurance Company Invesco Comstock Fund | — | — | — | $312K | 1.6% | |
| Minnesota Life Insurance Company DFA U.S. Targeted Value Port | — | — | — | $274K | 1.4% | |
| Minnesota Life Insurance Company Colmb Glbl Tech Gr | — | — | — | $120K | 0.6% | |
| Minnesota Life Insurance Company Dodge & Cox Income Investor | — | — | — | $88K | 0.5% | |
| Minnesota Life Insurance Company ClearBridge Intl Gr A | — | — | — | $85K | 0.4% | |
| Minnesota Life Insurance Company Allspring Special Small Cap VI | — | — | — | $34K | 0.2% | |
| Minnesota Life Insurance Company Janus Henderson Glb Life Sci I | — | — | — | $20K | 0.1% | |
| Minnesota Life Insurance Company BNY Mellon Natural Resources I | — | — | — | $20K | 0.1% | |
| Minnesota Life Insurance Company DFA International Value Port | — | — | — | $16K | <0.1% | |
| Minnesota Life Insurance Company Janus Henderson Triton N | — | — | — | $12K | <0.1% |
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