How big is Pension Inc.'s plan?

Pension Inc.'s plan reported $4.2M in assets and 9 participants for 2025.

Original filing (PDF)20260420133951NAL0002934738001

Pension Inc.

Name: Pension Inc. — Pension Inc. 401(k) Safe Harbor Plan, Form 5500 (2025)
Creator: Pension Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pension Inc. 401(k) Safe Harbor Plan and Trust

401(k) retirement plan · Pension Inc.'s Pension Inc. 401(k) Safe Harbor Plan and Trust held $4.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Kayleigh a Stewart signed Pension Inc.'s 2025 Form 5500 as plan administrator.

Kayleigh a Stewart — 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

Pension Inc.'s EIN is 39-1955089.

EIN 39-1955089

Plan number 001

Plan year 2025

ACK ID 20260420133951NAL0002934738001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pension Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pension Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 PENSION INC..

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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