Original filing (PDF)20250728101125NAL0004253794001

PREFERRED FINANCIAL SERVICES, INC.

Name: PREFERRED FINANCIAL SERVICES, INC. — PREFERRED FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: PREFERRED FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

PREFERRED FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREFERRED FINANCIAL SERVICES, INC..

Plan sponsor

Name

PREFERRED FINANCIAL SERVICES, INC.

EIN

20-0474305all filings

Address

311 PETTIGRU STREET · GREENVILLE, SC · 29601

Phone

(864) 235-9596

Industry

Real Estatesee all

Plan administrator