# Penney Opco, LLC 401(k) Plan
Source: https://planprovider.pro/companies/penney-opco-llc-043227926-005

> Penney Opco, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penney Opco, LLC

- **Sponsor EIN:** 043227926

- **Sponsor Address:** BENEFITS DEPARTMENT, PLANO, TX, 75024

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

- **Plan Number:** 005

- **Total Participants:** 0

- **Total Assets:** $2.1B

## 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.|

| 2024|0|$2.1B|$0|$0|

| 2023|0|$2.0B|$0|$0|

| 2022|0|$1.8B|$0|$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|

| ALIGHT SOLUTIONS LLC|Recordkeeper|$1,870,000|—|$1,870,000|

| STATE STREET BANK AND TRUST COMPANY|Other Service Provider|$529,000|—|$529,000|

| RUSSELL ANALYTICAL|Investment Advisor|$125,000|—|$125,000|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$101,000|—|$101,000|

| BAKER TILLY US, LLP|Auditor|$97,000|—|$97,000|

| T. ROWE PRICE|Other Service Provider|$48,000|—|$48,000|

| FINSTON FRIEDMAN FISHER LAW GROUP|Other Service Provider|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [RUSSELL ANALYTICAL](https://planprovider.pro/provider/russell-investments) — Investment Advisor

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,782,000

- **Estimated Expense Ratio:** 0.132% 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|$2,782,000|$149,000|$125,000|$97,000|—|

| 2023|$3,185,000|$332,000|$125,000|$92,000|—|

| 2022|$398,000|$398,000|—|—|—|

## Similar Plans

- [Contractors Insurance Trust](https://planprovider.pro/companies/contractors-insurance-trust-760481929-501) — 14,017 participants

- [The Contractors Plan Trust](https://planprovider.pro/companies/the-contractors-plan-trust-200746005-501) — 13,280 participants

- [Texas Medical Association Ins Welfare Benefits Fund](https://planprovider.pro/companies/texas-medical-association-ins-welfare-benefits-fund-826854930-501) — 660 participants

- [Tasty King, LLC](https://planprovider.pro/companies/tasty-king-llc-401k-plan) — 496 participants

- [2gr Equity Trust](https://planprovider.pro/companies/2gr-equity-trust-plan) — 4 participants

- [American Airlines, INC. - Retirement](https://planprovider.pro/companies/american-airlines-inc-retirement-131502798-020) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/penney-opco-llc-043227926-005)

© 2026 PlanProvider.Pro