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PREFERRED MORTGAGE

EIN 47-3371707-financial services-Latest filing 2025
Plans
1
Retirement
1
$362K assets
Welfare
0
Participants
6
210 PORTER DR, SUITE 200 - SAN RAMON, CA 94583925-838-6810jimwilsonhomeloans.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$362K - 6 part

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Retirement#001

PREFERRED MORTGAGE 401K PLAN

401k

Assets$362K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREFERRED MORTGAGE 401K PLAN401k$362K62025
Retirement plans
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