AUMdb

Penn Engineering 401(k) Plan

Sponsored by Penn Engineering & Manufacturing · EIN 230951065 · Plan #002

Total assets
$164M
Net assets
$164M
Active participants
900
With balances
1,320

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Resources Inv. Adv. Fct Stone St Other fees $125,854
Withum Smith Brown Other fees $5,200
Voya Retirement Insurance & Annuity Recordkeeping fees, Other fees $1,000