Sponsor portfolio
JAMES B. PENN
EIN 20-8026343Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
4
4 SECRETARIAT DRIVE - COLTS NECK, NJ 077221816732-259-0161
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES B. PENN 401(K) PLAN | 401k | $1.5M | 4 | 2025 |
Retirement plans