Pen Flex Inc
San Diego, CA
Pen Flex Inc of San Diego, CA is the broker of record on 8 Form 5500 Schedule A filings covering 3 employer benefit plans, with $0 in reported broker commissions (plan year 2025).
Quick answer
Pen Flex Inc (San Diego, CA) is the broker of record for 3 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Pen Flex Inc have?
- Pen Flex Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Pen Flex Inc's largest employer clients?
- By plan participants, the largest include Alphatec Spine, Inc. (739 participants), Succession Capital, Inc. (604 participants) and Murrieta Development Co., Inc. (123 participants).
- Where is Pen Flex Inc located?
- Pen Flex Inc is based in San Diego, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pen Flex Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Alphatec Spine, Inc. | CA | 739 | 2025-12-31 |
| Succession Capital, Inc. | CA | 604 | 2025-12-31 |
| Murrieta Development Co., Inc. | CA | 123 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.