How big is Preferred Mortgage Advisors Inc.'s plan?

Preferred Mortgage Advisors Inc.'s plan reported $72K in assets and 1 participants for 2025.

Original filing (PDF)20260423220121NAL0002757523082

Preferred Mortgage Advisors Inc.

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

Form 5500-SF

FILING_RECEIVED

Preferred Mortgage Advisors Inc. 401(k) Plan

401(k) retirement plan · Preferred Mortgage Advisors Inc.'s Preferred Mortgage Advisors Inc. 401(k) Plan held $72K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

Plan identifiers

Preferred Mortgage Advisors Inc.'s EIN is 84-4582951.

EIN 84-4582951

Plan number 001

Plan year 2025

ACK ID 20260423220121NAL0002757523082

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Preferred Mortgage Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Preferred Mortgage Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MORTGAGE ADVISORS INC.

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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