Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE PENFIELD TEAM, LLC
EIN 45-5032277Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
6
3525 HWY 5 NORTH, SUITE 100 - BRYANT, AR 72019501-847-5000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 6 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
THE PENFIELD TEAM, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE PENFIELD TEAM, LLC PROFIT SHARING PLAN
401k
Assets$119K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE PENFIELD TEAM, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.5M | 3 | 2024 | |
| 002 | THE PENFIELD TEAM, LLC PROFIT SHARING PLAN | 401k | $119K | 3 | 2024 |
Retirement plans