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  2. Preferred Insurance & Financial Solutions, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Preferred Insurance & Financial Solutions, Inc.

EIN 27-0839731-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
4
72A TAUNTON STREET, SUITE 201 - PLAINVILLE, MA 02760508-242-3030
Plans on this EIN
1 filing
#001Profit-sharing-$1.2M - 4 part

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Retirement#001

PREFERRED INSURANCE & FINANCIAL SOLUTIONS, INC. PROFIT SHARING PLAN

Profit-sharing

Assets$1.2M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREFERRED INSURANCE & FINANCIAL SOLUTIONS, INC. PROFIT SHARING PLANProfit-sharing$1.2M42025
Retirement plans
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