How big is Pentas Wealth Management, LLC's plan?

Pentas Wealth Management, LLC's plan reported $1.6M in assets and 10 participants for 2024.

Original filing (PDF)20250623131438NAL0006409745002

Pentas Wealth Management, LLC

Name: Pentas Wealth Management, LLC — Pentas Wealth, Form 5500 (2024)
Creator: Pentas Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pentas Wealth Management, LLC Retirement Plan

401(k) retirement plan · Pentas Wealth Management, LLC's Pentas Wealth Management, LLC Retirement Plan held $1.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Fraley Carlton signed Pentas Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Fraley Carlton — 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

Pentas Wealth Management, LLC's EIN is 81-1681053.

EIN 81-1681053

Plan number 001

Plan year 2024

ACK ID 20250623131438NAL0006409745002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pentas Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENTAS WEALTH MANAGEMENT, 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