Original filing (PDF)20251016055002NAL0003082611001

PENA BRIONES MCDANIEL & CO., P.C.

Name: PENA BRIONES MCDANIEL & CO., P.C. — PENA BRIONES MCDANIEL & CO., P.C. 401(K) PLAN, Form 5500 (2024)
Creator: PENA BRIONES MCDANIEL & CO., P.C.

Form 5500-SF

FILING_RECEIVED

PENA BRIONES MCDANIEL & CO., P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENA BRIONES MCDANIEL & CO., P.C..

Plan sponsor

Name

PENA BRIONES MCDANIEL & CO., P.C.

EIN

74-2642884

Address

4171 N. MESA, SUITE B100 · EL PASO, TX · 79902

Phone

(915) 542-1733

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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