How big is Dr. Malinda Pence & Associates, Inc.'s plan?

Dr. Malinda Pence & Associates, Inc.'s plan reported $277K in assets and 6 participants for 2025.

Original filing (PDF)20260424220949NAL0006473921008

Dr. Malinda Pence & Associates, Inc.

Name: Dr. Malinda Pence & Associates, Inc. — Madeira, Form 5500 (2025)
Creator: Dr. Malinda Pence & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Madeira Optical 401(k) Plan

401(k) retirement plan · Dr. Malinda Pence & Associates, Inc.'s Madeira Optical 401(k) Plan held $277K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

People on this filing

Elantha Barry signed Dr. Malinda Pence & Associates, Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Dr. Malinda Pence & Associates, Inc.'s EIN is 75-3000267.

EIN 75-3000267

Plan number 001

Plan year 2025

ACK ID 20260424220949NAL0006473921008

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dr. Malinda Pence & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dr. Malinda Pence & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. MALINDA PENCE & ASSOCIATES, INC..

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DR. MALINDA PENCE & ASSOCIATES, INC.

EIN

all filings

Address

6725 MIAMI AVE SUITE 101 · SUITE 101 · CINCINNATI, OH · 45243

Phone

(513) 561-7076

Industry

Health Care & Social Assistance

Plan administrator