How big is Pencheff & Fraley Co., LPA's plan?

Pencheff & Fraley Co., LPA's plan reported $747K in assets and 6 participants for 2024.

Original filing (PDF)20250721102734NAL0003431650001

Pencheff & Fraley Co., LPA

Name: Pencheff & Fraley Co., LPA — Form 5500 (2024)
Creator: Pencheff & Fraley Co., LPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Pencheff & Fraley Co., LPA held $747K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$747K

Net assets (EOY)

$747K

People on this filing

Joshua Fraley signed Pencheff & Fraley Co., LPA's 2024 Form 5500 as plan administrator.

Joshua Fraley — 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

Pencheff & Fraley Co., LPA's EIN is 31-0896351.

EIN 31-0896351

Plan number 001

Plan year 2024

ACK ID 20250721102734NAL0003431650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pencheff & Fraley Co., LPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pencheff & Fraley Co., LPA's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENCHEFF & FRALEY CO., LPA.

Finding similar companies…

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 (92nd percentile).

Plan sponsor

Name

PENCHEFF & FRALEY CO., LPA

EIN

all filings

Address

4151 EXECUTIVE PKWY STE 355 · WESTERVILLE, OH · 43081

Phone

(614) 224-4114

Industry

Law Offices· Professional & Technical Services

Plan administrator