Plan Snapshot
- Plan Sponsor: Pennoni Associates INC.
- Sponsor EIN: 231683429
- Sponsor Address: 1900 MARKET STREET, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 1,365
- Total Assets: $165.4M
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 | 1,365 | $165.4M | $0 | $8.1M |
| 2023 | 1,469 | $143.1M | $0 | $7.4M |
| 2022 | 1,370 | $116.1M | $0 | $6.1M |
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 |
|---|---|---|---|---|
| BARSZ GOWIE AMON & FULTZ LLC | Auditor | $28,313 | — | $28,313 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,313
- Estimated Expense Ratio: 0.017% 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 | $246,499 | $106,259 | — | $28,313 | — |
| 2023 | $248,841 | $26,731 | — | $36,400 | — |
| 2022 | $262,466 | $77,857 | — | — | $21,400 |