# Penn United Technologies, INC. DC Plan
Source: https://planprovider.pro/companies/penn-united-technologies-inc-251215115-001

> Penn United Technologies, INC.'s DC plan: 643 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penn United Technologies, INC.

- **Sponsor EIN:** 251215115

- **Sponsor Address:** PO BOX 399, SAXONBURG, PA, 160560399

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 643

- **Total Assets:** $141.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|643|$141.2M|$2.2M|$0|

| 2023|698|$154.8M|$2.5M|$0|

| 2022|709|$152.5M|$2.5M|$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|

| EMPLOYEE FIDUCIARY, LLC|Recordkeeper|—|$11,354|$11,354|

### Verified Provider Profiles

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

- [EMPLOYEE FIDUCIARY, LLC](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,354

- **Estimated Expense Ratio:** 0.008% 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|$11,384|—|—|—|—|

| 2023|$10,136|—|—|—|—|

| 2022|$9,180|—|—|—|$9,152|

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