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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

PREFERRED FINANCIAL GROUP, INC. 401(k) Plan

What public Form 5500 filings show about the PREFERRED FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$36K
Participants
14
Plans on file
1

The PREFERRED FINANCIAL GROUP, INC. 401(k) on its latest Form 5500

PREFERRED FINANCIAL GROUP, INC. (EIN 94-2607796) reports PREFERRED FINANCIAL GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $36K in plan assets across 14 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full PREFERRED FINANCIAL GROUP, INC. filing — schedules, fees, and providers.

Who runs the PREFERRED FINANCIAL GROUP, INC. 401(k)?

PREFERRED FINANCIAL GROUP, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask PREFERRED FINANCIAL GROUP, INC.HR for the recordkeeper’s name and login.

How to check your PREFERRED FINANCIAL GROUP, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask PREFERRED FINANCIAL GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: PREFERRED FINANCIAL GROUP, INC. — all Form 5500 filings (EIN 94-2607796) · California employer EIN lookup · Form 5500 search
PREFERRED FINANCIAL GROUP, INC. 401(k) Plan — Form 5500