How big is Penn Center Advisors LLC's plan?

Penn Center Advisors LLC's plan reported $427K in assets and 4 participants for 2024.

Original filing (PDF)20250818083828NAL0000526467001

Penn Center Advisors LLC

Name: Penn Center Advisors LLC — Penn Center Advisors LLC, Form 5500 (2024)
Creator: Penn Center Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penn Center Advisors LLC 401(k) Plan

401(k) retirement plan · Penn Center Advisors LLC's Penn Center Advisors LLC 401(k) Plan held $427K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

People on this filing

Bob Myers signed Penn Center Advisors LLC's 2024 Form 5500 as plan administrator.

Bob Myers — 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

Penn Center Advisors LLC's EIN is 84-4034126.

EIN 84-4034126

Plan number 001

Plan year 2024

ACK ID 20250818083828NAL0000526467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Penn Center Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Penn Center Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENN CENTER ADVISORS 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