How big is Penobscot Wealth Management's plan?

Penobscot Wealth Management's plan reported $1.8M in assets and 12 participants for 2025.

Original filing (PDF)20260406220240NAL0010706850065

Penobscot Wealth Management

Name: Penobscot Wealth Management — Penobscot Financial, Form 5500 (2025)
Creator: Penobscot Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penobscot Financial Advisors 401(k) Plan

401(k) retirement plan · Penobscot Wealth Management's Penobscot Financial Advisors 401(k) Plan held $1.8M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Penobscot Wealth Management's EIN is 45-2691060.

EIN 45-2691060

Plan number 001

Plan year 2025

ACK ID 20260406220240NAL0010706850065

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Penobscot Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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