Plan Snapshot
- Plan Sponsor: Preferred Lending Solutions Ll
- Sponsor EIN: 205104419
- Sponsor Address: 4220 SINCLAIR SHORES RD, CUMMING, GA, 300418997
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $630,338
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $630,338 | $2,000 | $5,000 |
| 2023 | 1 | $531,556 | $2,700 | $6,750 |
| 2022 | 1 | $433,785 | $23,720 | $9,300 |