How big is Maureen Penfold's plan?

Maureen Penfold's plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20250825081805NAL0015214658001

Maureen Penfold

Name: Maureen Penfold — Maureen Penfold Retirement Plan, Form 5500 (2024)
Creator: Maureen Penfold
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maureen Penfold Retirement Plan

401(k) retirement plan · Maureen Penfold's Maureen Penfold Retirement Plan held $1.2M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Maureen Penfold's EIN is 38-3270235.

EIN 38-3270235

Plan number 001

Plan year 2024

ACK ID 20250825081805NAL0015214658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Maureen Penfold's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAUREEN PENFOLD.

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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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MAUREEN PENFOLD

EIN

all filings

Address

500 S UNION STREET · TRAVERSE CITY, MI · 496843290

Phone

(231) 941-4500

Industry

Real Estate

Plan administrator