Filings through .
Sponsor portfolio
The Preferred Exchange, LLC
EIN 37-1989271Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$14K assets
Welfare
0
Participants
9
77 SPRUCE STREET, SUITE 203 - CEDARHURST, NY 11516516-590-0070
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 | THE BIG PLAN 401(K) PLAN | 401(k) | $14K | 9 | 2025 |
Retirement plans