Original filing (PDF)20250523125029NAL0010098898001

GORDON PENA ALLSTATE AGENCY. LLC

Name: GORDON PENA ALLSTATE AGENCY. LLC — GORDON PENA ALLSTATE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: GORDON PENA ALLSTATE AGENCY. LLC

Form 5500-SF

FILING_RECEIVED

GORDON PENA ALLSTATE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GORDON PENA ALLSTATE AGENCY. LLC.

Plan sponsor

Name

GORDON PENA ALLSTATE AGENCY. LLC

EIN

84-1844398all filings

Address

33300 EGYPT LANE SUITE F300 · MAGNOLIA, TX · 77354

Phone

(936) 647-2069

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