How big is Pence Financial Group's plan?

Pence Financial Group's plan reported $497K in assets and 35 participants for 2024.

Original filing (PDF)20250609115016NAL0010960419001

Pence Financial Group

Name: Pence Financial Group — Pence Financial Group 401(k), Form 5500 (2024)
Creator: Pence Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pence Financial Group 401(k) Plan

401(k) retirement plan · Pence Financial Group's Pence Financial Group 401(k) Plan held $497K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

People on this filing

Nick Rice signed Pence Financial Group's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Pence Financial Group's EIN is 83-2907266.

EIN 83-2907266

Plan number 001

Plan year 2024

ACK ID 20250609115016NAL0010960419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pence Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pence Financial Group'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 PENCE FINANCIAL GROUP.

Finding similar companies…

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