Original filing (PDF)20260714093128NAL0000861619001

Noreen Fenner, LLC. DBA PAC Financial Management

Name: Noreen Fenner, LLC. DBA PAC Financial Management — Form 5500 Plan 001 (2025)
Creator: Noreen Fenner, LLC. DBA PAC Financial Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PAC Financial Management 401(k) Plan

401(k) retirement plan · Noreen Fenner, LLC. DBA PAC Financial Management's PAC Financial Management 401(k) Plan held $1.0M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

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 NOREEN FENNER, LLC. DBA PAC FINANCIAL MANAGEMENT.

Plan sponsor

Name

NOREEN FENNER, LLC. DBA PAC FINANCIAL MANAGEMENT

EIN

47-3395033all filings

Address

1103 HAYS STREET · TALLAHASSEE, FL · 32301

Phone

(850) 212-0226

Industry

Professional & Technical Services

Plan administrator