Sponsor portfolio
PREFERRED FINANCIAL SERVICES, INC.
EIN 20-0474305financial servicesLatest filing 2024
Plans
1
Retirement
1
$163K assets
Welfare
0
Participants
3
311 PETTIGRU STREET - GREENVILLE, SC 29601864-235-9596thegreatestrates.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PREFERRED FINANCIAL SERVICES 401(K) PLAN | 401k | $163K | 3 | 2024 |
Retirement plans