How big is Pendulum, LLC's plan?

Pendulum, LLC's plan reported $120K in assets and 10 participants for 2024.

Original filing (PDF)20250519121852NAL0000641329001

Pendulum, LLC

Name: Pendulum, LLC — Pendulum, LLC 401(k) Plan, Form 5500 (2024)
Creator: Pendulum, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pendulum, LLC 401(k) Plan

401(k) retirement plan · Pendulum, LLC's Pendulum, LLC 401(k) Plan held $120K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

People on this filing

Richard J Henry signed Pendulum, LLC's 2024 Form 5500 as plan administrator.

Richard J Henry — 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

Pendulum, LLC's EIN is 85-0471728.

EIN 85-0471728

Plan number 002

Plan year 2024

ACK ID 20250519121852NAL0000641329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pendulum, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PENDULUM, LLC

EIN

all filings

Address

4600B MONTGOMERY BLVD NE · B204 · ALBUQUERQUE, NM · 87109

Phone

(505) 889-8262

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-05-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Insurance Agencies & Brokerages plans

Lake Insurance Agency LLC

Lake Insurance Agency LLC 401(k) Plan

$120K · 5 participants

Everglade Global, Inc.

Everglade Global, Inc. Cash Balance Plan

$120K · 9 participants

Blake Williams State Farm

Blake Williams State Farm 401(k) Plan

$120K · 7 participants

David P Rasak

David P Rasak 401(k) Plan

$120K · 3 participants

Aeris Insurance Solutions, LLC

Aeris Insurance Solutions Retirement Plan

$120K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.