How big is Preferred Insurance Services, Inc.'s plan?

Preferred Insurance Services, Inc.'s plan reported $1.0M in assets and 8 participants for 2024.

Original filing (PDF)20250616064156NAL0001281744001

Preferred Insurance Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Preferred Insurance Services, Inc. 401(k) Plan

401(k) retirement plan · Preferred Insurance Services, Inc.'s Preferred Insurance Services, Inc. 401(k) Plan held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Preferred Insurance Services, Inc.'s EIN is 41-1768877.

EIN 41-1768877

Plan number 001

Plan year 2024

ACK ID 20250616064156NAL0001281744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Preferred Insurance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Knocking points off