Pennoni Associates Inc. 401(k)/Profit Sharing Plan
Sponsored by Pennoni Associates Inc. · EIN 231683429 · Plan #001
- Total assets
- $165M
- Net assets
- $165M
- Active participants
- 1,365
- With balances
- 1,604
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $111,927 |
| Newport Capital Group Llc | Investment advisory (plan), Direct payment from the plan | $106,259 |
| Barz Gowie Amon & Fultz | Accounting, Direct payment from the plan | $28,313 |