How big is Preferred Planning Concepts, LLC's plan?

Preferred Planning Concepts, LLC's plan reported $263K in assets and 3 participants for 2024.

Original filing (PDF)20250715143430NAL0002214673001

Preferred Planning Concepts, LLC

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

Form 5500-SF

FILING_RECEIVED

Preferred Planning Concepts, LLC 401(k) Plan

401(k) retirement plan · Preferred Planning Concepts, LLC's Preferred Planning Concepts, LLC 401(k) Plan held $263K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$263K

Net assets (EOY)

$263K

Plan identifiers

Preferred Planning Concepts, LLC's EIN is 61-1415651.

EIN 61-1415651

Plan number 001

Plan year 2024

ACK ID 20250715143430NAL0002214673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Preferred Planning Concepts, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 PLANNING CONCEPTS, 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