How big is Preserve, LLC's plan?

Preserve, LLC's plan reported $21K in assets and 3 participants for 2024.

Original filing (PDF)20250717122604NAL0000428098004

Preserve, LLC

Name: Preserve, LLC — Preserve, LLC & Related Companies, Form 5500 (2024)
Creator: Preserve, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preserve, LLC & Related Companies 401(k) Plan

401(k) retirement plan · Preserve, LLC's Preserve, LLC & Related Companies 401(k) Plan held $21K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Laurie Allen signed Preserve, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Preserve, LLC's EIN is 46-4085420.

EIN 46-4085420

Plan number 001

Plan year 2024

ACK ID 20250717122604NAL0000428098004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Preserve, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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