How big is Preston Home Loans Inc.'s plan?

Preston Home Loans Inc.'s plan reported $892K in assets and 106 participants for 2024.

Original filing (PDF)20251015233756NAL0006025713001

Preston Home Loans Inc.

Name: Preston Home Loans Inc. — Legacy Mortgage, Form 5500 (2024)
Creator: Preston Home Loans Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Mortgage

401(k) retirement plan · Preston Home Loans Inc.'s Legacy Mortgage held $892K in plan assets for 106 participants in 2024.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$892K

Net assets (EOY)

$892K

People on this filing

Nicole Shinabarger signed Preston Home Loans Inc.'s 2024 Form 5500 as plan administrator.

Nicole Shinabarger — 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 Home Loans Inc.'s EIN is 82-5309607.

EIN 82-5309607

Plan number 001

Plan year 2024

ACK ID 20251015233756NAL0006025713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Preston Home Loans Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Preston Home Loans Inc.'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 PRESTON HOME LOANS INC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score