How big is Preferred Management, Inc.'s plan?

Preferred Management, Inc.'s plan reported $1.1M in assets and 16 participants for 2025.

Original filing (PDF)20260325112116NAL0002182627001

Preferred Management, Inc.

Name: Preferred Management, Inc. — Preferred Management, Form 5500 (2025)
Creator: Preferred Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preferred Management, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Preferred Management, Inc.'s Preferred Management, Inc. Profit Sharing Plan held $1.1M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Preferred Management, Inc.'s EIN is 22-3127858.

EIN 22-3127858

Plan number 002

Plan year 2025

ACK ID 20260325112116NAL0002182627001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Preferred Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Preferred Management, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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