How big is Preferred Tool, LLC's plan?

Preferred Tool, LLC's plan reported $3.9M in assets and 23 participants for 2024.

Original filing (PDF)20250821112559NAL0002052963001

Preferred Tool, LLC

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

Form 5500-SF

FILING_RECEIVED

Preferred Tool, LLC 401(k) Plan

401(k) retirement plan · Preferred Tool, LLC's Preferred Tool, LLC 401(k) Plan held $3.9M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Preferred Tool, LLC's EIN is 41-1919129.

EIN 41-1919129

Plan number 001

Plan year 2024

ACK ID 20250821112559NAL0002052963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Preferred Tool, 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 TOOL, LLC.

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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