How big is Pendleton Financial LLC's plan?

Pendleton Financial LLC's plan reported $629K in assets and 4 participants for 2024.

Original filing (PDF)20250715162257NAL0005172994001

Pendleton Financial LLC

Name: Pendleton Financial LLC — Pendleton Financial LLC, Form 5500 (2024)
Creator: Pendleton Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pendleton Financial LLC Profit Sharing and 401(k) Plan

401(k) retirement plan · Pendleton Financial LLC's Pendleton Financial LLC Profit Sharing and 401(k) Plan held $629K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

People on this filing

Gray Pendleton signed Pendleton Financial LLC's 2024 Form 5500 as plan administrator.

Gray Pendleton — 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

Pendleton Financial LLC's EIN is 36-5053128.

EIN 36-5053128

Plan number 001

Plan year 2024

ACK ID 20250715162257NAL0005172994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pendleton Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pendleton Financial LLC'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 PENDLETON FINANCIAL LLC.

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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