# Preferred Strategies, INC. DC Plan
Source: https://planprovider.pro/companies/preferred-strategies-inc-plan

> Preferred Strategies, INC.'s DC plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Preferred Strategies, INC.

- **Sponsor EIN:** 020559065

- **Sponsor Address:** 2425 PORTER STREET, SOQUEL, CA, 95073

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$0|$0|$0|

| 2024|31|$1.0M|$0|$0|

| 2023|28|$1.0M|$0|$0|

| 2022|23|$1.0M|$300,000|$0|

## Similar Plans

- [Anthos Management LP](https://planprovider.pro/companies/anthos-management-llc-401k-plan) — 31 participants

- [Sens Foundation, INC.](https://planprovider.pro/companies/sens-foundation-inc-401k-plan) — 31 participants

- [Advanced Geosolutions INC](https://planprovider.pro/companies/advanced-geosolutions-inc-401k-plan) — 31 participants

- [Iron Horse Ventures LLC](https://planprovider.pro/companies/iron-horse-ventures-llc-401k-plan) — 32 participants

- [Thermal Energy Solutions INC](https://planprovider.pro/companies/thermal-energy-solutions-inc-dba-united-pipe-steel-fabrication-plan) — 32 participants

- [Ehrlich Architects LLP](https://planprovider.pro/companies/ehrlich-architects-llp-401k-plan) — 33 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/preferred-strategies-inc-plan)

© 2026 PlanProvider.Pro