Assets by plan
Share of aggregate retirement assets
Filings through .
The Penfield Team, LLC
EIN 45-5032277Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Health & Benefits
0
Participants
5
3525 HWY 5 NORTH, SUITE 100 - BRYANT, AR 72019501-847-5000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 5 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE PENFIELD TEAM, LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$3.4M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE PENFIELD TEAM, LLC PROFIT SHARING PLAN
Profit-sharing
Assets$153K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE PENFIELD TEAM, LLC DEFINED BENEFIT PLAN | Traditional DB | $3.4M | 2 | 2025 |
| #002 | THE PENFIELD TEAM, LLC PROFIT SHARING PLAN | Profit-sharing | $153K | 3 | 2025 |
- #001 · Traditional DB · 20252
- #002 · Profit-sharing · 20253
Retirement plans