OpenERISAForm 5500 plan search

Preferred Strategies, INC.

Soquel, CA, 95073

EIN 02-0559065

Plans: 2
Total participants: 253
Filing years: 2024, 2025, 2023, 2022, 2021, 2020
NAICS: 541990

Plan sponsors in California Professional, Scientific & Technical Services

Benefit plans on file

Year	Form	Plan #	Plan name	Participants
2025	Form 5500	002	Preferred Strategies, INC. Employee Stock Ownership Plan	0
2024	Form 5500-SF	001	Preferred Strategies, INC. Retirement Plan	32
2024	Form 5500	002	Preferred Strategies, INC. Employee Stock Ownership Plan	31
2023	Form 5500-SF	001	Preferred Strategies, INC. Retirement Plan	29
2023	Form 5500	002	Preferred Strategies, INC. Employee Stock Ownership Plan	28
2022	Form 5500-SF	001	Preferred Strategies, INC. Retirement Plan	23
2022	Form 5500	002	Preferred Strategies, INC. Employee Stock Ownership Plan	23
2021	Form 5500-SF	001	Preferred Strategies, LLC Retirement Plan	25
2021	Form 5500	002	Preferred Strategies, INC. Employee Stock Ownership Plan	22
2020	Form 5500-SF	001	Preferred Strategies, LLC Retirement Plan	20
2020	Form 5500	002	Preferred Strategies, INC. Employee Stock Ownership Plan	20

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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