How big is Penbay Technology Group, LLC's plan?

Penbay Technology Group, LLC's plan reported $2.0M in assets and 85 participants for 2024.

Original filing (PDF)20251006140103NAL0006204640001

Penbay Technology Group, LLC

Name: Penbay Technology Group, LLC — Penbay 401(k) Plan, Form 5500 (2024)
Creator: Penbay Technology Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penbay 401(k) Plan

401(k) retirement plan · Penbay Technology Group, LLC's Penbay 401(k) Plan held $2.0M in plan assets for 85 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

LISA Shorey signed Penbay Technology Group, LLC's 2024 Form 5500 as plan administrator.

LISA Shorey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Penbay Technology Group, LLC's EIN is 01-0530519.

EIN 01-0530519

Plan number 001

Plan year 2024

ACK ID 20251006140103NAL0006204640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Penbay Technology Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Penbay Technology Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENBAY TECHNOLOGY GROUP, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off