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PREFERRED FINANCIAL GROUP, INC.

EIN 94-2607796-real estate-Latest filing 2025
Plans
1
Retirement
1
$8K assets
Welfare
0
Participants
12
11 CROW CANYON CT. STE 100 - SAN RAMON, CA 94583925-820-5557preferredfinancial.comLinkedIn11-50 employeesreal estate
Plans on this EIN
1 filing
#001401k-$8K - 12 part

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Retirement#001

PREFERRED FINANCIAL GROUP, INC. 401(K) PLAN

401k

Assets$8K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREFERRED FINANCIAL GROUP, INC. 401(K) PLAN401k$8K122025
Retirement plans
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