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  2. Pendleton Financial LLC

Filings through Oct 24, 2026.

Pendleton Financial LLC

EIN 36-5053128-investment management-Latest filing 2025
Plans
1
Retirement
1
$826K assets
Health & Benefits
0
Participants
5
2607 OBERLIN RD, SUITE 100 - RALEIGH, NC 27608919-781-4167pendletonfinancial.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$826K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PENDLETON FINANCIAL LLC PROFIT SHARING AND 401K PLAN

401(k)

Assets$826K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PENDLETON FINANCIAL LLC PROFIT SHARING AND 401K PLAN401(k)$826K52025
  • PENDLETON FINANCIAL LLC PROFIT SHARING AND 401K PLAN$826K
    #001 · 401(k) · 20255
Retirement plans
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