Pennon Organization 401(k) Retirement Plan
Sponsored by Pennon Organization · EIN 231629016 · Plan #003
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 71
- With balances
- 137
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| Calvert Research And Management CRD 285127 | deterministic · 100% | 2024 |
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Century Investment Managem | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Calvert Research And Management | Investment management, Investment management fees (indirect) | $0 |
| Boston Trust Walden Inc. | Investment management, Investment management fees (indirect) | $0 |