# Preferred Insurance & Financial Solutions, INC. DC Plan Source: https://planprovider.pro/companies/preferred-insurance-financial-solutions-inc-plan > Preferred Insurance & Financial Solutions, INC.'s DC plan: 4 participants, plan year 2023 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2023. ## 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| ## Similar Plans - [Strategic Retirement Plan Consultants, INC.](https://planprovider.pro/companies/strategic-retirement-plan-consultants-inc-401k-plan) — 1 participants - [Automobile Insurers Bureau Of Massachusetts](https://planprovider.pro/companies/automobile-insurers-bureau-of-massachusetts-401k-plan) — 18 participants - [Forge Group, INC.](https://planprovider.pro/companies/forge-group-inc-plan) — 19 participants - [Lamarche Associates, INC.](https://planprovider.pro/companies/lamarche-associates-inc-401k-plan) — 41 participants - [The Workers' Compensation Rating And Inspection Bureau Of Mass.](https://planprovider.pro/companies/the-workers-compensation-rating-and-inspection-bureau-of-mass-401k-plan) — 48 participants - [Insurance Fraud Bureau Of Massachusetts](https://planprovider.pro/companies/insurance-fraud-bureau-of-massachusetts-401k-plan) — 48 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/preferred-insurance-financial-solutions-inc-plan) © 2026 PlanProvider.Pro