Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
PENFOLD & LONG, PC
EIN 75-2523207law practiceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
38
5950 SHERRY LANE, SUITE 220 - DALLAS, TX 75225214-521-2424penfoldlong.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 38 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
PENFOLD & LONG, P.C. 401(K) PLAN
401k
Assets$1.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PENFOLD & LONG, P.C. 401(K) PLAN
401k
Assets$910K
Participants17
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 | PENFOLD & LONG, P.C. 401(K) PLAN | 401k | $1.1M | 21 | 2025 | |
| 002 | PENFOLD & LONG, P.C. 401(K) PLAN | 401k | $910K | 17 | 2024 |
Retirement plans