Preferred Mortgage Services, Inc. PMSI 401(k) Plan

The Preferred Mortgage Services, Inc. PMSI 401(k) on its latest Form 5500

Preferred Mortgage Services, Inc. PMSI (EIN 20-0363825) reports PREFERRED MORTGAGE SERVICES, INC. PMSI RETIREMENT TRUST on its most recent Form 5500, with $441K in plan assets across 30 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 Mortgage Services, Inc. PMSI filing — schedules, fees, and providers.

Who runs the Preferred Mortgage Services, Inc. PMSI 401(k)?

Preferred Mortgage Services, Inc. PMSI’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 Mortgage Services, Inc. PMSIHR for the recordkeeper’s name and login.

How to check your Preferred Mortgage Services, Inc. PMSI 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Preferred Mortgage Services, Inc. PMSI 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).