· 2022–2024 · DOL EFAST2

DOYLE R. PENDLETON & ASSOCIATES — DOYLE R. PENDLETON & ASSOCIATES 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251014045517NAL0002123969001

DOYLE R. PENDLETON & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DOYLE R. PENDLETON & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

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

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOYLE R. PENDLETON & ASSOCIATES.

Plan sponsor

Name

DOYLE R. PENDLETON & ASSOCIATES

EIN

16-1647441all filings

Address

5373 WILLIAMS DRIVE · SUITE 201 · GEORGETOWN, TX · 78633

Phone

(512) 506-9777

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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