# Pennrose Management Company 401(k) Plan
Source: https://planprovider.pro/companies/pennrose-management-company-401k-plan

> Pennrose Management Company's 401(k) plan: 469 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Pennrose Management Company

- **Sponsor EIN:** 232241171

- **Sponsor Address:** 1301 NORTH 31ST STREET, PHILADELPHIA, PA, 19121

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

- **Total Participants:** 469

- **Total Assets:** $16.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2023|469|$16.0M|$517,947|$2.0M|

| 2022|450|$12.5M|$0|$1.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$87,796|—|$87,796|

| PENSIONMARK FINANCIAL GROUP LLC|ADVISOR|$66,124|—|$66,124|

| THE GATTUSO GROUP INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $153,920

- **Estimated Expense Ratio:** 0.961% 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|

| 2023|$77,566|$33,668|—|—|—|

| 2022|$76,524|$18,829|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pennrose-management-company-401k-plan)

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