Pennoni Associates Inc. Employee Stock Ownership Plan
Sponsored by Pennoni Associates Inc. · EIN 231683429 · Plan #002
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 1,158
- With balances
- 1,350
Plan year beginning 01/01/2024 · Stock bonus, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Trinity Investment Advisors, Llc CRD 141039 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trinity Investment Advisors, Llc | Investment advisory (plan) | $36,659 |