PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PRIORITY SEARCH SERVICES, LLC
Sponsor portfolio

PRIORITY SEARCH SERVICES, LLC

EIN 20-1921194-individual & family services-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
80
788 SHREWSBURY AVENUE, SUITE 2131 - TINTON FALLS, NJ 07724732-741-5080LinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$2.6M - 40 part#002CashBalance-$1.6M - 40 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • SERVICES, LLC 401(K) (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, LLC 401(K) (#001)40
  • CASH BALANCE PLAN (#002)40
Total 80Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRIORITY SEARCH SERVICES, LLC 401(K) PLAN

401k

Assets$2.6M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PRIORITY SEARCH SERVICES, LLC CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRIORITY SEARCH SERVICES, LLC 401(K) PLAN401k$2.6M402025
002PRIORITY SEARCH SERVICES, LLC CASH BALANCE PLANCashBalance$1.6M402024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica