# Pennco Institutes, INC. DC Plan
Source: https://planprovider.pro/companies/pennco-institutes-inc-plan-001

> Pennco Institutes, INC.'s DC plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pennco Institutes, INC.

- **Sponsor EIN:** 231891908

- **Sponsor Address:** 3815 OTTER STREET, BRISTOL, PA, 19007

- **Plan Type:** DC

- **Total Participants:** 184

- **Total Assets:** $494,351

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|184|$494,351|$45,050|$148,657|

| 2023|166|$333,807|$0|$134,579|

| 2022|153|$166,804|$0|$143,589|

## 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|

| MUTUAL OF AMERICA SEC. CORP LLC|RECORD KEEPER|$5,838|—|$5,838|

| ROSALINE MENDOZA, CPA, PA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ROSALINE MENDOZA, CPA, PA](https://planprovider.pro/provider/rosaline-mendoza-cpa-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,838

- **Estimated Expense Ratio:** 1.181% 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|$10,850|$213|—|—|—|

| 2023|$6,073|—|—|—|—|

| 2022|$2,974|—|—|—|—|

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