Original filing (PDF)20250710123335NAL0004058787001

NOREEN FENNER, LLC. DBA PAC FINANCIAL MANAGEMENT

Name: NOREEN FENNER, LLC. DBA PAC FINANCIAL MANAGEMENT — PAC FINANCIAL MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: NOREEN FENNER, LLC. DBA PAC FINANCIAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

PAC FINANCIAL MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$783K

Net assets (EOY)

$783K

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 average account balance (98th percentile).

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 Servicessee all

Plan administrator