# Penney Retirement Community 403(b) Plan
Source: https://planprovider.pro/companies/penney-retirement-community-403b-plan

> Penney Retirement Community's 403(b) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penney Retirement Community

- **Sponsor EIN:** 590624420

- **Sponsor Address:** 4380 LEWIS AVE BOX 155, PENNEY FARMS, FL, 32079

- **Plan Type:** 403(b)

- **Total Participants:** 208

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|208|$4.6M|$290,872|$171,904|

| 2023|197|$4.0M|$240,674|$147,699|

| 2022|151|$3.7M|$237,722|$158,647|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$10,528|—|$10,528|—|—|

| 2023|$14,083|—|$14,083|—|—|

| 2022|$14,160|—|$14,160|—|—|

## Similar Plans

- [Osceola Mental Health, INC. Db](https://planprovider.pro/companies/osceola-mental-health-inc-db-401k-plan) — 205 participants

- [John Knox Village Of Florida, INC.](https://planprovider.pro/companies/john-knox-village-of-florida-inc-plan) — 218 participants

- [Pines Of Sarasota Healthcare, LLC](https://planprovider.pro/companies/pines-of-sarasota-healthcare-llc-plan-002) — 231 participants

- [Pines Of Sarasota](https://planprovider.pro/companies/pines-of-sarasota-plan) — 235 participants

- [Aldersgate Retirement, INC. Dba Epworth Village Retirement C](https://planprovider.pro/companies/aldersgate-retirement-inc-dba-epworth-village-retirement-c-401k-plan) — 241 participants

- [Bay Village Of Sarasota INC.](https://planprovider.pro/companies/bay-village-of-sarasota-inc-403b-plan) — 166 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/penney-retirement-community-403b-plan)

© 2026 PlanProvider.Pro