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

PREFERRED STRATEGICS, INC. 401(k) Plan

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

Plan assets
$3.5M
Participants
32
Plans on file
1

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

PREFERRED STRATEGICS, INC. (EIN 02-0559065) reports PREFERRED STRATEGIES, INC. RETIREMENT PLAN on its most recent Form 5500, with $3.5M in plan assets across 32 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 STRATEGICS, INC. filing — schedules, fees, and providers.

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

PREFERRED STRATEGICS, 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 STRATEGICS, INC.HR for the recordkeeper’s name and login.

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

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask PREFERRED STRATEGICS, 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 STRATEGICS, INC. — all Form 5500 filings (EIN 02-0559065) · California employer EIN lookup · Form 5500 search
PREFERRED STRATEGICS, INC. 401(k) Plan — Form 5500