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

Preferred Sales, Inc.'s plan reported $8.2M in assets and 37 participants for 2024.

Original filing (PDF)20250725091340NAL0016546242001

Preferred Sales, Inc.

Name: Preferred Sales, Inc. — Preferred Sales, Inc. Profit, Form 5500 (2024)
Creator: Preferred Sales, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preferred Sales, Inc. Profit Sharing Plan

401(k) retirement plan · Preferred Sales, Inc.'s Preferred Sales, Inc. Profit Sharing Plan held $8.2M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

LORI Omillian signed Preferred Sales, Inc.'s 2024 Form 5500 as plan administrator.

LORI Omillian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Preferred Sales, Inc.'s EIN is 31-0652842.

EIN 31-0652842

Plan number 003

Plan year 2024

ACK ID 20250725091340NAL0016546242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Preferred Sales, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Preferred Sales, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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