How big is Pendulum Capital Management in's plan?

Pendulum Capital Management in's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250729095436NAL0007044898001

Pendulum Capital Management in

Name: Pendulum Capital Management in — Pendulum Capital, Form 5500 (2024)
Creator: Pendulum Capital Management in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pendulum Capital Management in 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pendulum Capital Management in's Pendulum Capital Management in 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jonathon Trugman signed Pendulum Capital Management in's 2024 Form 5500 as plan administrator.

Jonathon Trugman — 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

Pendulum Capital Management in's EIN is 11-3334623.

EIN 11-3334623

Plan number 001

Plan year 2024

ACK ID 20250729095436NAL0007044898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pendulum Capital Management in from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pendulum Capital Management in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENDULUM CAPITAL MANAGEMENT IN.

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Plan health score

Top-tier plan health

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

Helping the score