Plan Snapshot
- Plan Sponsor: P.E. Pennington & Company, INC.
- Sponsor EIN: 752239662
- Sponsor Address: 4300 MARSH RIDGE ROAD, UNIT 104, CARROLLTON, TX, 750104449
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 12 | $4.1M | $202,097 | $197,020 |
| 2023 | 9 | $3.4M | $147,712 | $136,807 |
| 2022 | 7 | $2.9M | $139,247 | $113,712 |