Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PREFERRED PLACEMENT, INC.
EIN 13-3496618staffing and recruitingLatest filing 2025
Plans
2
Retirement
2
$12.2M assets
Welfare
0
Participants
20
370 LEXINGTON AVE., 27TH FLOOR - NEW YORK, NY 10017212-697-0888preferredplacement.comLinkedIn11-50 employeesstaffing and recruiting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 20 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#002
PREFERRED PLACEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$9.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PREFERRED PLACEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PREFERRED PLACEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $9.0M | 14 | 2025 | |
| 003 | PREFERRED PLACEMENT, INC. CASH BALANCE PLAN | CashBalance | $3.2M | 6 | 2025 |
Retirement plans