# Penn Mutual Life Insurance Company DC Plan
Source: https://planprovider.pro/companies/penn-mutual-life-insurance-company-plan-003

> Penn Mutual Life Insurance Company's DC plan: 555 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penn Mutual Life Insurance Company

- **Sponsor EIN:** 230952300

- **Sponsor Address:** 600 DRESHER ROAD, HORSHAM, PA, 190442204

- **Plan Type:** DC

- **Total Participants:** 555

- **Total Assets:** $84.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|555|$84.5M|$2.6M|$0|

| 2023|532|$77.5M|$2.9M|$0|

| 2022|522|$67.7M|$2.8M|$0|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$63,324|—|$63,324|

| JOHNSON LAMBERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [JOHNSON LAMBERT LLP](https://planprovider.pro/provider/johnson-lambert-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,324

- **Estimated Expense Ratio:** 0.075% 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|

| 2024|$61,102|—|—|—|—|

| 2023|$60,397|—|—|—|—|

| 2022|$58,467|—|—|—|—|

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