Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PENN PACIFIC ADMINISTRATION LLC
EIN 83-3568671Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$8.9M assets
Welfare
0
Participants
11
4533 ORRINGTON ROAD - CORONA DEL MAR, CA 92625917-825-6099
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.9M assets / 11 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
STEEL POINT CONSULTING AND INVESTMENT PENSION PLAN
TraditionalDB
Assets$3.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PHILLY SPECIAL PENSION PLAN
TraditionalDB
Assets$3.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEEL POINT CONSULTING AND INVESTMENT PROFIT SHARING PLAN
ProfitSharing
Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEEL POINT CONSULTING AND INVESTMENT PENSION PLAN | TraditionalDB | $3.6M | 3 | 2025 | |
| 003 | PHILLY SPECIAL PENSION PLAN | TraditionalDB | $3.3M | 3 | 2025 | |
| 002 | STEEL POINT CONSULTING AND INVESTMENT PROFIT SHARING PLAN | ProfitSharing | $2.0M | 5 | 2025 |
Retirement plans