Plan Snapshot
- Plan Sponsor: Pennoni Associates INC.
- Sponsor EIN: 231683429
- Sponsor Address: 1900 MARKET STREET, SUITE 300, PHILADELPHIA, PA, 19103
- Plan Type: DC
- Total Participants: 1,158
- Total Assets: $129.4M
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 | 1,158 | $129.4M | $12.5M | $0 |
| 2023 | 1,198 | $100.0M | $11.0M | $0 |
| 2022 | 974 | $75.9M | $7.0M | $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 |
|---|---|---|---|---|
| BARSZ, GOWIE, AMON & FULTZ LLC | Auditor | — | — | $0 |
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 | $36,659 | — | — | — | — |
| 2023 | $31,234 | — | — | — | — |
| 2022 | $29,172 | — | — | — | $29,172 |