How big is Pemberton Capital Advisors US' plan?

Pemberton Capital Advisors US' plan reported $495K in assets and 3 participants for 2024.

Original filing (PDF)20251010101725NAL0012823408001

Pemberton Capital Advisors US

Name: Pemberton Capital Advisors US — Pemberton Capital, Form 5500 (2024)
Creator: Pemberton Capital Advisors US
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pemberton Capital Advisors US 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pemberton Capital Advisors US' Pemberton Capital Advisors US 401(k) Profit Sharing Plan & Trust held $495K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

People on this filing

Vilma Kerusauskiene signed Pemberton Capital Advisors US' 2024 Form 5500 as plan administrator.

Vilma Kerusauskiene — 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

Pemberton Capital Advisors US' EIN is 87-4038541.

EIN 87-4038541

Plan number 001

Plan year 2024

ACK ID 20251010101725NAL0012823408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pemberton Capital Advisors US from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pemberton Capital Advisors US' 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 PEMBERTON CAPITAL ADVISORS US.

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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