Original filing (PDF)20251009133618NAL0003954803002

PENNEY & ASSOCIATES, LEGAL CORPORATION

Name: PENNEY & ASSOCIATES, LEGAL CORPORATION — PENNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PENNEY & ASSOCIATES, LEGAL CORPORATION

Form 5500

FILING_RECEIVED

PENNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

8 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

PENNEY & ASSOCIATES, LEGAL CORPORATION

EIN

26-4278715all filings

Address

1490 STONE POINT DRIVE · SUITE 200 · ROSEVILLE, CA · 95661

Phone

(916) 784-3566

Industry

Law 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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2J · 401(k) feature

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

No Schedule C providers reported

Investments

8 pooled funds· $1.2M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001	Common Collective Trust	$406K	35.1%
T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	$322K	27.8%
T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	$168K	14.5%
T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	$109K	9.4%
T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001	Common Collective Trust	$68K	5.8%
T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	$45K	3.9%
T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001	Common Collective Trust	$41K	3.5%
T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	$0	<0.1%

1–8 of 8

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