Original filing (PDF)20250815101834NAL0010083875001

PENSO ADVISORS, LLC.

Name: PENSO ADVISORS, LLC. — PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST, Form 5500 (2024)
Creator: PENSO ADVISORS, LLC.

Form 5500-SF

FILING_RECEIVED

PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 PENSO ADVISORS, LLC..

Plan sponsor

Name

PENSO ADVISORS, LLC.

EIN

80-0553914

Address

68 CARMAN AVENUE · CEDARHURST, NY · 11516

Phone

(212) 688-8800

Industry

Finance & Insurancesee 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

2025-08-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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