How big is Preferred Lending Solutions, LLC's plan?

Preferred Lending Solutions, LLC's plan reported $1.1M in assets and 14 participants for 2024.

Original filing (PDF)20250409145012NAL0010952163001

Preferred Lending Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Preferred Lending Solutions, LLC 401(k) Plan and Trust

401(k) retirement plan · Preferred Lending Solutions, LLC's Preferred Lending Solutions, LLC 401(k) Plan and Trust held $1.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Preferred Lending Solutions, LLC's EIN is 46-1635000.

EIN 46-1635000

Plan number 001

Plan year 2024

ACK ID 20250409145012NAL0010952163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Preferred Lending Solutions, 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 LENDING SOLUTIONS, 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