What public Form 5500 filings show about the Preston Financial LLC DBA Preston Investments 401(k) plan — and how to find and check your own account.
Preston Financial LLC DBA Preston Investments (EIN 82-2466263) reports PRESTON FINANCIAL LLC PROFIT SHARING PLAN on its most recent Form 5500, with $1.2M in plan assets across 11 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 Preston Financial LLC DBA Preston Investments filing — schedules, fees, and providers.
Preston Financial LLC DBA Preston Investments’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 Preston Financial LLC DBA Preston InvestmentsHR for the recordkeeper’s name and login.
