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Sponsor portfolio

PEN CAPITAL LLC

EIN 87-3583105-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
4
125 MAIN ST, APT 15 - NEWMARKET, NH 03857917-301-1407
Plans on this EIN
2 filings
#002CashBalance-$592K - 2 part#001401k-$521K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PEN CAPITAL PENSION (#002)53%
  • PEN CAPITAL 401(K) (#001)47%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PEN CAPITAL PENSION (#002)2
  • PEN CAPITAL 401(K) (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PEN CAPITAL PENSION PLAN

CashBalance

Assets$592K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PEN CAPITAL 401(K) PLAN

401k

Assets$521K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PEN CAPITAL PENSION PLANCashBalance$592K22024
001PEN CAPITAL 401(K) PLAN401k$521K22024
Retirement plans
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