H.O. Penn 401(k) & Profit Sharing Plan And Trust
Sponsored by H.O. Penn Machinery Company, Inc. · EIN 131158790 · Plan #005
- Total assets
- $90.5M
- Net assets
- $90.5M
- Active participants
- 264
- With balances
- 336
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,195 |
| Captrust | Investment advisory (plan) | $12,922 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$54,937 |