How big is Pettinelli Financial Partners' plan?

Pettinelli Financial Partners' plan reported $3.6M in assets and 13 participants for 2024.

Original filing (PDF)20251015141242NAL0002427347003

Pettinelli Financial Partners

Name: Pettinelli Financial Partners — Pettinelli Financial, Form 5500 (2024)
Creator: Pettinelli Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pettinelli Financial Partners 401(k) Plan

401(k) retirement plan · Pettinelli Financial Partners' Pettinelli Financial Partners 401(k) Plan held $3.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

JON Pettinelli signed Pettinelli Financial Partners' 2024 Form 5500 as plan administrator.

JON Pettinelli — 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

Pettinelli Financial Partners' EIN is 46-1742746.

EIN 46-1742746

Plan number 001

Plan year 2024

ACK ID 20251015141242NAL0002427347003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pettinelli Financial Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

PETTINELLI FINANCIAL PARTNERS

EIN

all filings

Address

555 VETERANS BLVD #100 · REDWOOD CITY, CA · 94063

Phone

(650) 595-4600

Industry

Finance & Insurance

Plan administrator