Preferred Apartment Advisors, Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $14.6 million was transferred out of the plan. Assets moved to the 401(K) RETIREMENT SAVINGS PLAN (sponsored by THE FINWAY GROUP, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Preferred Apartment Advisors, Llc 401(k) Plan Facts (plan year 2024)

Plan name
PREFERRED APARTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PREFERRED APARTMENT ADVISORS, LLC
Participants
531
Former employees with a balance
0
Employer contributions
$1,044,005 in plan year 2024 (42% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.46 million went into the plan in contributions, $1.04 million of it from the employer (42%).
  • $3.66 million was paid out to participants.
  • Investment and other income added $1.60 million.

How the Preferred Apartment Advisors, Llc 401(k) changed, 2018–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018508$8.77 million$536,977$649,945
2019550$12.7 million$594,866$1.10 million
2020614$15.5 million$558,457$1.34 million
2021602$15.6 million$471,757$2.16 million
2023441$14.3 million$746,203$3.69 million
2024 (final)531$0$1.04 million$3.66 million

Preferred Apartment Advisors, Llc 401(k) Contact Information

Phone
770-989-9747
Mailing address
PO BOX 149457, AUSTIN TX 78714
Plan sponsor
PREFERRED APARTMENT ADVISORS, LLC
Employer identification number (EIN)
27-2609991
Plan number
001

Questions about the Preferred Apartment Advisors, Llc 401(k)

Is the Preferred Apartment Advisors, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the 401(K) RETIREMENT SAVINGS PLAN.

Does Preferred Apartment Advisors, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.04 million, 42% of all contributions.

Does the Preferred Apartment Advisors, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Preferred Apartment Advisors, Llc 401(k) plan?

531 participants at the start of plan year 2024.

Who manages the Preferred Apartment Advisors, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

Related Companies
Headquarter: PO BOX 13189, FORT WAYNE, IN, 468673189
Headquarter: 1111 S. GLENSTONE AVE. SUITE 3-100, SPRINGFIELD, MO, 65804
Headquarter: 10 S. DEARBORN ST., 51ST FLOOR, CHICAGO, IL, 60603
Headquarter: 1919 TORRANCE BLVD, TORRANCE, CA, 905012746
Headquarter: 25 MADISON AVENUE, NEW YORK, NY, 10010