How big is Preferred Real Estate Services LLC's plan?

Preferred Real Estate Services LLC's plan reported $1K in assets and 2 participants for 2023.

Original filing (PDF)20250327132545NAL0035793906001

Preferred Real Estate Services LLC

Name: Preferred Real Estate Services LLC — Preferred Real, Form 5500 (2023)
Creator: Preferred Real Estate Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preferred Real Estate Services LLC SOCA Benefit Plan

Health & welfare plan · Preferred Real Estate Services LLC's Preferred Real Estate Services LLC SOCA Benefit Plan held $1K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$311

People on this filing

Matt Appenzeller signed Preferred Real Estate Services LLC's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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 Real Estate Services LLC's EIN is 45-3911681.

EIN 45-3911681

Plan number 501

Plan year 2023

ACK ID 20250327132545NAL0035793906001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Preferred Real Estate Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Preferred Real Estate Services LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score