Plan Snapshot
- Plan Sponsor: Penn Capital Management Co., INC.
- Sponsor EIN: 222796848
- Sponsor Address: 3025 JFK BLVD., PHILADELPHIA, PA, 19104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 38
- Total Assets: $12.1M
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. |
|---|
| 2025 | 38 | $12.1M | $0 | $0 |
| 2024 | 28 | $10.9M | $128,181 | $263,049 |
| 2023 | 21 | $11.2M | $158,872 | $328,849 |
| 2022 | 24 | $11.4M | $149,720 | $289,251 |