How big is Preferred Benefits, LLC's plan?

Preferred Benefits, LLC's plan reported $466K in assets and 4 participants for 2025.

Original filing (PDF)20260204142706NAL0005197699001

Preferred Benefits, LLC

Name: Preferred Benefits, LLC — Preferred Benefits, LLC, Form 5500 (2025)
Creator: Preferred Benefits, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preferred Benefits, LLC 401(k) Plan

401(k) retirement plan · Preferred Benefits, LLC's Preferred Benefits, LLC 401(k) Plan held $466K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

Plan identifiers

Preferred Benefits, LLC's EIN is 82-0543772.

EIN 82-0543772

Plan number 001

Plan year 2025

ACK ID 20260204142706NAL0005197699001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Preferred Benefits, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Preferred Benefits, 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 BENEFITS, 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