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Preferred Medical Holdings, LLC 401(k) Retirement Plan
Preferred Medical Holdings, LLC, Frisco TX. Employer ID 271515352, plan number 001. Annual reports on file for 2016 to 2017.
Where the money went
Plans that moved money into this one:
- 2016: money from Phi Payroll Company LLC 401k Plan moved in.
- 2016: money from Spp Resource Services, LLC 401(k) Retirement Plan moved in.
- Filed 2016-2017Preferred Medical Holdings, LLC 401(k) Retirement Plan, Preferred Medical Holdings, LLC
- 2018Plan renumbered or taken over by a new sponsor to Spp Resource Services, LLC 401(k) Retirement Plan
- 2020Plan renumbered or taken over by a new sponsor to Maverick Fitness Holdings, LLC 401(k) Retirement Plan
- 2024Assets transferred to Secure Your Retirement 401(k) Plan
- TodaySecure Your Retirement 401(k) Plan still files. Stancorp Financial Group keeps the records. That is where to ask.
Records are kept by Stancorp Financial Group, per the 2024 filing.
Left in 2017? Worth asking about employer money
- In plan year 2017, active participants fell from 445 to 108 (76%), and 63 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.