How big is Preston Financial LLC DBA Preston Investments' plan?

Preston Financial LLC DBA Preston Investments' plan reported $2.6M in assets and 14 participants for 2025.

Original filing (PDF)20260319101144NAL0003926177001

Preston Financial LLC DBA Preston Investments

Name: Preston Financial LLC DBA Preston Investments — Form 5500 Plan 002 (2025)
Creator: Preston Financial LLC DBA Preston Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preston Financial LLC Cash Balance Plan

Defined-benefit pension plan · Preston Financial LLC DBA Preston Investments' Preston Financial LLC Cash Balance Plan held $2.6M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Scott Preston signed Preston Financial LLC DBA Preston Investments' 2025 Form 5500 as plan administrator.

Scott Preston — 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

Preston Financial LLC DBA Preston Investments' EIN is 82-2466263.

EIN 82-2466263

Plan number 002

Plan year 2025

ACK ID 20260319101144NAL0003926177001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Preston Financial LLC DBA Preston Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Preston Financial LLC DBA Preston Investments' plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score