Penn National Insurance 401(k) Retirement Savings Plan
Sponsored by Pennsylvania National Mutual Casualty Insurance Company · EIN 230961349 · Plan #002
- Total assets
- $218M
- Net assets
- $218M
- Active participants
- 801
- With balances
- 985
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $123,344 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $61,019 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $60,943 |