# H.O. Penn Machinery Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/h-o-penn-machinery-company-incorporated-401k-plan

> H.O. Penn Machinery Company, INC.'s 401(k) plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.O. Penn Machinery Company, INC.

- **Sponsor EIN:** 131158790

- **Sponsor Address:** 122 NOXON ROAD, POUGHKEEPSIE, NY, 12603

- **Plan Type:** 401(k)

- **Total Participants:** 264

- **Total Assets:** $90.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|264|$90.5M|$800,933|$3.0M|

| 2023|246|$82.6M|$805,817|$3.0M|

| 2022|235|$74.9M|$791,806|$2.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| APRIO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [APRIO, LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$26,845|$27,117|—|—|—|

| 2023|-$24,140|$14,824|$1,200|—|—|

| 2022|$2,932|$5,467|—|—|—|

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