Preferred Management 401(k) match, vesting and fees
What Preferred Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Dwc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Preferred Management: employer contribution per participant | $159 | |
| Peer median | $1,337 |
| Preferred Management: average balance | $34,559 | |
| Peer median | $35,764 |
| Preferred Management: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $15.7M at the end of plan year 2021 to $19.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 757 | $19.1M | $88K | $159 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 777 | $16.7M | $84K | $155 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 736 | $13.5M | $86K | $160 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 758 | $15.7M | $81K | $152 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Preferred Management match 401(k) contributions?
The match terms for the Preferred Management Corp. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $88K in employer contributions, about $159 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Preferred Management 401(k) match vested?
The vesting schedule for the Preferred Management Corp. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Preferred Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Preferred Management Corporation.
I left Preferred Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Preferred Management Corporation, (405) 878-0202) or the recordkeeper, Stancorp Financial Group. The Preferred Management old 401(k) page lists the contacts from every plan filing. Find an old Preferred Management 401(k)
Data from the public Form 5500 annual reports Preferred Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Preferred Management. Not financial advice. Report a correction · Methodology