Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRESTON FINANCIAL LLC DBA PRESTON INVESTMENTS
EIN 82-2466263Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
31
4345 STOCKTON HILL ROAD - KINGMAN, AZ 86409928-757-1600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PRESTON FINANCIAL LLC CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PRESTON FINANCIAL LLC PROFIT SHARING PLAN
401k
Assets$1.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRESTON FINANCIAL LLC CASH BALANCE PLAN | CashBalance | $2.6M | 15 | 2025 | |
| 001 | PRESTON FINANCIAL LLC PROFIT SHARING PLAN | 401k | $1.2M | 16 | 2025 |
Retirement plans