Penn Mutual Retirement Plan
Sponsored by Penn Mutual Life Insurance Company · EIN 230952300 · Plan #010
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Willis Towers Watson Securities, Llc CRD 317602 | fuzzy_auto · 94% | 2025 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Investment advisory (plan) | $205,912 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $0 | 0 | ack 20251121091934NAL0006425537001 |
| 01/01/2024 | $3.0M | 0 | ack 20251014092814NAL0002506193005 |