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  2. Preferred Credit, Inc.
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Filings through Oct 24, 2026.

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Preferred Credit, Inc.

EIN 41-1643940-banking-Latest filing 2025
Plans
2
Retirement
1
$26.9M assets
Health & Benefits
1
$144K premiums
Participants
504
628 ROOSEVELT ROAD - SAINT CLOUD, MN 563014867320-202-7064preferredcredit.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401(k)-$26.9M - 287 part#505Mixed-$144K - 324 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $144K premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$132K
  • Other$132K
  • Vision$11K
Total $144K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PREFERRED CREDIT, INC. RETIREMENT SAVINGS PLAN

401(k)

Assets$26.9M
Participants287
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

PREFERRED CREDIT, INC - HEALTH AND WELFARE PLAN 505

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$144K
Covered lives324
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PREFERRED CREDIT, INC. RETIREMENT SAVINGS PLAN401(k)$26.9M2872025
  • PREFERRED CREDIT, INC. RETIREMENT SAVINGS PLAN$26.9M
    #001 · 401(k) · 2025287

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505PREFERRED CREDIT, INC - HEALTH AND WELFARE PLAN 505MixedPRINCIPAL LIFE INSURANCE COMPANY$144K3242025
  • PREFERRED CREDIT, INC - HEALTH AND WELFARE PLAN 505$144K
    #505 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025324
Retirement plans
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