# Penn Capital Management Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/penn-capital-management-co-inc-401k-plan

> Penn Capital Management Co., INC.'s 401(k) plan: 28 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penn Capital Management Co., INC.

- **Sponsor EIN:** 222796848

- **Sponsor Address:** 1200 INTREPID AVENUE, PHILADELPHIA, PA, 19112

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

- **Total Participants:** 28

- **Total Assets:** $10.9M

## 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|28|$10.9M|$128,181|$263,049|

| 2023|21|$11.2M|$158,872|$328,849|

| 2022|24|$11.4M|$149,720|$289,251|

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