# Penn Manufacturing Industries INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/penn-manufacturing-industries-inc-232049949-501

> Penn Manufacturing Industries INC.'s Health & Welfare plan: 63 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Penn Manufacturing Industries INC.

- **Sponsor EIN:** 232049949

- **Sponsor Address:** 506 STUMP ROAD, MONTGOMERYVILLE, PA, 18936

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 63

- **Total Assets:** $260,551

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|63|$260,551|$0|$0|

| 2024|61|$126,441|$1.1M|$337,573|

| 2023|68|$70,616|$1.2M|$37,265|

| 2022|87|$51,053|$1.1M|$410,261|

## 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|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$32,168|—|$32,168|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$22,516|—|$22,516|

| THE BENECON GROUP|Investment Advisor|$17,886|—|$17,886|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,570

- **Estimated Expense Ratio:** 27.853% of plan assets

### 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|

| 2025|$1,229,144|—|—|—|—|

| 2024|$1,407,448|—|—|—|—|

| 2023|$1,093,816|—|—|—|—|

| 2022|$1,899,106|—|—|—|—|

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