How big is Punch Financial LLC's plan?

Punch Financial LLC's plan reported $285K in assets and 6 participants for 2025.

Original filing (PDF)20260423220844NAL0002831043092

Punch Financial LLC

Name: Punch Financial LLC — Punch Financial 401(k) Plan, Form 5500 (2025)
Creator: Punch Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Punch Financial 401(k) Plan

401(k) retirement plan · Punch Financial LLC's Punch Financial 401(k) Plan held $285K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

People on this filing

Elantha Barry signed Punch Financial LLC'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

Punch Financial LLC's EIN is 83-0720393.

EIN 83-0720393

Plan number 001

Plan year 2025

ACK ID 20260423220844NAL0002831043092

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Punch Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Punch Financial LLC'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 PUNCH FINANCIAL 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

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 (85th percentile).

Plan sponsor

Name

PUNCH FINANCIAL LLC

EIN

all filings

Address

8605 SANTA MONICA BLVD · SUITE 68752 · WEST HOLLYWOOD, CA · 90069

Phone

(310) 927-8019

Industry

Professional & Technical Services

Plan administrator