How big is The Penny LP's plan?

The Penny LP's plan reported $851 in assets and 8 participants for 2025.

Original filing (PDF)20260505220129NAL0001328657033

The Penny LP

Name: The Penny LP — The Penny LP 401(k) Plan, Form 5500 (2025)
Creator: The Penny LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Penny LP 401(k) Plan

401(k) retirement plan · The Penny LP's The Penny LP 401(k) Plan held $851 in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$851

Net assets (EOY)

$851

People on this filing

Elantha Barry signed The Penny LP'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

The Penny LP's EIN is 84-2852554.

EIN 84-2852554

Plan number 001

Plan year 2025

ACK ID 20260505220129NAL0001328657033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Penny LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Penny LP'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 THE PENNY LP.

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Plan health score

Above-average plan

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.

Plan sponsor

Name

THE PENNY LP

EIN

all filings

Address

664 MARSH ST · SAN LUIS OBISPO, CA · 93401

Phone

(805) 369-1616

Industry

Real Estate

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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