Sponsor portfolio
PENSO ADVISORS, LLC.
EIN 80-0553914financial servicesLatest filing 2024
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
18
68 CARMAN AVENUE - CEDARHURST, NY 11516212-688-8800penso.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST | 401k | $3.9M | 18 | 2024 |
Retirement plans