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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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.

Plan sponsor

Name

PREFERRED REAL ESTATE SERVICES LLC

EIN

all filings

Address

5389 W NORTH SHORE LANDING DR · BUCKEYE LAKE, OH · 43008

Phone

(614) 431-4331

Industry

Public Administration

Plan administrator