How big is Preferred IT Group, LLC's plan?

Preferred IT Group, LLC's plan reported $717K in assets and 7 participants for 2024.

Original filing (PDF)20250708132304NAL0002702931001

Preferred IT Group, LLC

Name: Preferred IT Group, LLC — Preferred IT Group 401(k), Form 5500 (2024)
Creator: Preferred IT Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preferred IT Group 401(k) Plan

401(k) retirement plan · Preferred IT Group, LLC's Preferred IT Group 401(k) Plan held $717K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$717K

Net assets (EOY)

$717K

People on this filing

Jason Home signed Preferred IT Group, LLC's 2024 Form 5500 as plan administrator.

Jason Home — 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

Preferred IT Group, LLC's EIN is 87-0750072.

EIN 87-0750072

Plan number 001

Plan year 2024

ACK ID 20250708132304NAL0002702931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Preferred IT Group, 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 IT GROUP, LLC.

Finding similar companies…

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