How big is Pencil Foundation's plan?

Pencil Foundation's plan reported $686K in assets and 87 participants for 2024.

Original filing (PDF)20251015095835NAL0005731520001

Pencil Foundation

Name: Pencil Foundation — Pencil Foundation 401(k) Plan, Form 5500 (2024)
Creator: Pencil Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pencil Foundation 401(k) Plan

401(k) retirement plan · Pencil Foundation's Pencil Foundation 401(k) Plan held $686K in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$686K

Net assets (EOY)

$686K

People on this filing

Susan Lagos signed Pencil Foundation's 2024 Form 5500 as plan administrator.

Susan Lagos — 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

Pencil Foundation's EIN is 58-1475675.

EIN 58-1475675

Plan number 001

Plan year 2024

ACK ID 20251015095835NAL0005731520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pencil Foundation's 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 PENCIL FOUNDATION.

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Plan health score

Above-average plan

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