How big is Preferred Title LLC's plan?

Preferred Title LLC's plan reported $2.0M in assets and 43 participants for 2024.

Original filing (PDF)20250513111906NAL0013314227001

Preferred Title LLC

Name: Preferred Title LLC — Preferred Title LLC 401(k), Form 5500 (2024)
Creator: Preferred Title LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preferred Title LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Preferred Title LLC's Preferred Title LLC 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Brian Axness signed Preferred Title LLC's 2024 Form 5500 as plan administrator.

Brian Axness — 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 Title LLC's EIN is 39-1706800.

EIN 39-1706800

Plan number 001

Plan year 2024

ACK ID 20250513111906NAL0013314227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Preferred Title LLC'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 TITLE LLC.

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Plan health score

Above-average plan

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

Knocking points off