# Penn United Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/penn-united-technologies-inc-251215115-002

> Penn United Technologies, INC.'s 401(k) plan: 682 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:** 799 NORTH PIKE ROAD, CABOT, PA, 16023

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

- **Plan Number:** 002

- **Total Participants:** 682

- **Total Assets:** $95.2M

## 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|682|$95.2M|$2.3M|$3.5M|

| 2023|737|$91.7M|$2.6M|$3.8M|

| 2022|771|$79.5M|$2.6M|$3.8M|

## 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|

| LPL FINANCIAL LLC|Investment Advisor|$101,894|—|$101,894|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$66,264|$18|$66,282|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $168,176

- **Estimated Expense Ratio:** 0.177% 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|$168,158|$101,894|$300|—|—|

| 2023|$165,285|$93,055|—|—|—|

| 2022|$166,351|—|—|—|—|

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