Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PREFERRED PENSION CONCEPTS, INC.
EIN 13-3384874individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
7
7 DUNHAM DRIVE, SUITE 202 - NEW FAIRFIELD, CT 06812914-682-5200LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PREFERRED PENSION CONCEPTS, INC. PENSION PLAN
CashBalance
Assets$466K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 3 | 2025 | |
| 002 | PREFERRED PENSION CONCEPTS, INC. PENSION PLAN | CashBalance | $466K | 4 | 2025 |
Retirement plans