How big is The Penfield Team, LLC's plan?

The Penfield Team, LLC's plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20250613093825NAL0013523379001

The Penfield Team, LLC

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

Form 5500-SF

FILING_RECEIVED

The Penfield Team, LLC Defined Benefit Plan

Defined-benefit pension plan · The Penfield Team, LLC's The Penfield Team, LLC Defined Benefit Plan held $2.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

The Penfield Team, LLC's EIN is 45-5032277.

EIN 45-5032277

Plan number 001

Plan year 2024

ACK ID 20250613093825NAL0013523379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Penfield Team, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Penfield Team, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PENFIELD TEAM, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score