How big is Jason L. Penrose, PLLC's plan?

Jason L. Penrose, PLLC's plan reported $259K in assets and 3 participants for 2024.

Original filing (PDF)20250911115002NAL0000456657001

Jason L. Penrose, PLLC

Name: Jason L. Penrose, PLLC — The Penrose Team 401(k), Form 5500 (2024)
Creator: Jason L. Penrose, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Penrose Team 401(k) Plan

401(k) retirement plan · Jason L. Penrose, PLLC's The Penrose Team 401(k) Plan held $259K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

People on this filing

Jason Penrose signed Jason L. Penrose, PLLC's 2024 Form 5500 as plan administrator.

Jason Penrose — 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

Jason L. Penrose, PLLC's EIN is 20-2658631.

EIN 20-2658631

Plan number 001

Plan year 2024

ACK ID 20250911115002NAL0000456657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason L. Penrose, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason L. Penrose, PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON L. PENROSE, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

JASON L. PENROSE, PLLC

EIN

all filings

Address

3761 E EMBER GLOW WAY · PHOENIX, AZ · 85050

Phone

(602) 738-9943

Industry

Real Estate

Plan administrator