Plan Snapshot
- Plan Sponsor: Preferred Insurance & Financial Solutions, INC.
- Sponsor EIN: 270839731
- Sponsor Address: 51 MAN MAR DRIVE SUITE 3, PLAINVILLE, MA, 02762
- Plan Type: DC
- Total Participants: 4
- Total Assets: $24,214
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 4 | $24,214 | $0 | $0 |
| 2022 | 3 | $23,222 | $0 | $0 |