Original filing (PDF)20250407050807NAL0026377808001

PENN PACIFIC ADMINISTRATION LLC

Name: PENN PACIFIC ADMINISTRATION LLC — STEEL POINT CONSULTING AND INVESTMENT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PENN PACIFIC ADMINISTRATION LLC

Form 5500-SF

FILING_RECEIVED

STEEL POINT CONSULTING AND INVESTMENT PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 PENN PACIFIC ADMINISTRATION LLC.

Plan sponsor

Name

PENN PACIFIC ADMINISTRATION LLC

EIN

83-3568671

Address

4533 ORRINGTON ROAD · CORONA DEL MAR, CA · 92625

Phone

(917) 825-6099

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FINANCIAL RESOURCES CONSULTING GROUP

FIRST FINANCIAL CONSULTING 401(K) PROFIT SHARING PLAN

$1.5M · 11 participants

CAPITAL MARKETS USA LLC

CM3 DEFINED BENEFIT PLAN

$1.5M · 2 participants

BARIS FINANCIAL MANAGEMENT, LTD.

BARIS FINANCIAL MANAGEMENT, LTD. 401(K) PLAN

$1.5M · 5 participants

BALL & COMPANY WEALTH MANAGEMENT, INC.

BALL & COMPANY 401(K) PLAN

$1.5M · 4 participants

FINANCIAL STRATEGIES ADVISORY, LLC

FSA 401(K) PLAN