How big is Penta Financial Inc.'s plan?

Penta Financial Inc.'s plan reported $73K in assets and 14 participants for 2024.

Original filing (PDF)20251009161101NAL0011855040001

Penta Financial Inc.

Name: Penta Financial Inc. — Penta Financial Inc. 401(k), Form 5500 (2024)
Creator: Penta Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penta Financial Inc. 401(k) Plan

401(k) retirement plan · Penta Financial Inc.'s Penta Financial Inc. 401(k) Plan held $73K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

People on this filing

Richard Tatum signed Penta Financial Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Penta Financial Inc.'s EIN is 95-4440365.

EIN 95-4440365

Plan number 001

Plan year 2024

ACK ID 20251009161101NAL0011855040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Penta Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Penta Financial Inc.'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 PENTA FINANCIAL INC..

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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

Knocking points off