How big is PENA Briones McDaniel & Co., P.C.'s plan?

PENA Briones McDaniel & Co., P.C.'s plan reported $3.0M in assets and 23 participants for 2024.

Original filing (PDF)20251016055002NAL0003082611001

PENA Briones McDaniel & Co., P.C.

Name: PENA Briones McDaniel & Co., P.C. — PENA Briones, Form 5500 (2024)
Creator: PENA Briones McDaniel & Co., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PENA Briones McDaniel & Co., P.C. 401(k) Plan

401(k) retirement plan · PENA Briones McDaniel & Co., P.C.'s PENA Briones McDaniel & Co., P.C. 401(k) Plan held $3.0M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

PENA Briones McDaniel & Co., P.C.'s EIN is 74-2642884.

EIN 74-2642884

Plan number 001

Plan year 2024

ACK ID 20251016055002NAL0003082611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PENA Briones McDaniel & Co., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PENA Briones McDaniel & Co., P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENA BRIONES MCDANIEL & CO., P.C..

Finding similar companies…

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