Vanessa Urrego signed Preferred Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Preferred Bank's EIN is 95-4340199.
Download the official 2024 Form 5500 (PDF) for Preferred Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Preferred Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD KEEPER | $30K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $970 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID SELECT TECHNOLOGY PORT | Registered Investment Companies | — | — | $6.3M | 10.8% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $5.1M | 8.7% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $3.2M | 5.4% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $3.2M | 5.4% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $2.9M | 5.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.6M | 4.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.6M | 4.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.5M | 4.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.4M | 4.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $2.0M | 3.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.9M | 3.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.5M | 2.6% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.5M | 2.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $1.5M | 2.6% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.4M | 2.4% | |
| DAVIS FINANCIAL Y | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.3M | 2.2% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $1.3M | 2.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1.2M | 2.1% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $1.2M | 2.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 2.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.2M | 2.0% | |
| VANGUARD ENERGY FUND ADMIRAL | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| VAN MID CAP GROWTH - INV | Registered Investment Companies | — | — | $895K | 1.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $867K | 1.5% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $806K | 1.4% | |
| DFA SHORT TERM GOVT PORT INST | Registered Investment Companies | — | — | $753K | 1.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $664K | 1.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $632K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $623K | 1.1% | |
| MFS UTILITIES R6 | Registered Investment Companies | — | — | $578K | 1.0% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $455K | 0.8% | |
| JANUS HEND MID CAP VALUE FD N | Registered Investment Companies | — | — | $451K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $428K | 0.7% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $428K | 0.7% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $187K | 0.3% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $128K | 0.2% | |
| FIRST EAGLE OVERSEAS R6 | Registered Investment Companies | — | — | $110K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
