How big is Penso Advisors, LLC.'s plan?

Penso Advisors, LLC.'s plan reported $3.9M in assets and 13 participants for 2024.

Original filing (PDF)20250815101834NAL0010083875001

Penso Advisors, LLC.

Name: Penso Advisors, LLC. — Penso Advisors, LLC. 401(k), Form 5500 (2024)
Creator: Penso Advisors, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penso Advisors, LLC. 401(k) PS Plan & Trust

401(k) retirement plan · Penso Advisors, LLC.'s Penso Advisors, LLC. 401(k) PS Plan & Trust held $3.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

ARI Bergmann signed Penso Advisors, LLC.'s 2024 Form 5500 as plan administrator.

ARI Bergmann — 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

Penso Advisors, LLC.'s EIN is 80-0553914.

EIN 80-0553914

Plan number 001

Plan year 2024

ACK ID 20250815101834NAL0010083875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Penso Advisors, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Penso Advisors, LLC.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENSO ADVISORS, LLC..

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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