PREFERRED STRATEGIES, INC. RETIREMENT PLAN

[ EIN: 02-0559065 | Plan No. 001 ]

PREFERRED STRATEGIES, INC. RETIREMENT PLAN, sponsored by PREFERRED STRATEGICS, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 36 participants and total assets of $3,486,670 during the 2024 reporting period.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: PREFERRED STRATEGICS, INC.

Location: 2425 PORTER STREET, SOQUEL, CA 95073

EIN: 020559065

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 36

Total Assets: $3,486,670

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