· 2022–2024 · DOL EFAST2

PEN Software Inc., — PEN Software Inc., 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20250418220913NAL0000075138042

PEN Software Inc.,

Form 5500-SF

FILING_RECEIVED

PEN Software Inc., 401(k) Plan

401(k) retirement plan · PEN Software Inc.,'s PEN Software Inc., 401(k) Plan held $176K in plan assets for 8 participants in 2024.

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

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

69

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PEN SOFTWARE INC.,

EIN

Address

5605 NORTH MACARTHUR BLVD · SUITE 1034 · IRVING, TX · 75038

Phone

(469) 964-2008

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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