Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
PENNEY & ASSOCIATES, LEGAL CORPORATION
EIN 26-4278715Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
40
1490 STONE POINT DRIVE, SUITE 200 - ROSEVILLE, CA 95661916-784-3566
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 40 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$7.0M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PENNEY AND ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $7.0M | 28 | 2025 | |
| 002 | PENNEY AND ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.1M | 12 | 2024 |
Retirement plans