Penso Advisors, LLC at Nassau County lists Penso Advisors, Llc of Cedarhurst, NY as the associate.
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Penso Advisors, Llc
DOS Process
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68 CARMAN AVE, CEDARHURST, NY 11516
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Nassau County
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$3,077,660 / $2,541,861 | 2022 | PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST - Plan #001 | 19 / 19 | $3,077,660 / $2,541,861 |
| 2021 | Plan NamePENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$2,436,865 / $3,077,660 | 2021 | PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST - Plan #001 | 19 / 19 | $2,436,865 / $3,077,660 |
| 2020 | Plan NamePENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST Plan #001 Participants BOY/EOY17 / 19 Assets BOY/EOY$1,853,317 / $2,436,865 | 2020 | PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST - Plan #001 | 17 / 19 | $1,853,317 / $2,436,865 |
| 2019 | Plan NamePENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,321,409 / $1,853,317 | 2019 | PENSO ADVISORS, LLC. 401(K) PS PLAN & TRUST - Plan #001 | 17 / 17 | $1,321,409 / $1,853,317 |
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