Preston Financial LLC DBA Preston Investments (EIN 82-2466263) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.8M in plan assets and 25 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Preston Financial LLC Cash Balance Plan | 002 | 14 | $2.6M |
| Preston Financial LLC Profit Sharing Plan | 001 | 11 | $1.2M |
82-2466263 is the Employer Identification Number (EIN) Preston Financial LLC DBA Preston Investments reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
