How big is Pennington Partners & Co LLC's plan?

Pennington Partners & Co LLC's plan reported $2.6M in assets and 30 participants for 2025.

Original filing (PDF)20260511075759NAL0004684595001

Pennington Partners & Co LLC

Name: Pennington Partners & Co LLC — Pennington Partners &, Form 5500 (2025)
Creator: Pennington Partners & Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pennington Partners & Co LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pennington Partners & Co LLC's Pennington Partners & Co LLC 401(k) Profit Sharing Plan & Trust held $2.6M in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Pennington Partners & Co LLC's EIN is 90-1153763.

EIN 90-1153763

Plan number 001

Plan year 2025

ACK ID 20260511075759NAL0004684595001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pennington Partners & Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pennington Partners & Co LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, 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 PENNINGTON PARTNERS & CO 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