Penn Engineering Pension Plan
Sponsored by Penn Engineering & Mfg. Corp. · EIN 230951065 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 163
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stone Street Equity | Recordkeeping, Custodial (securities), Investment advisory (participants) | $22,500 |
| Korn Ferry Hay Group, Inc. | Actuarial | $17,925 |
| Wilmington Trust | Recordkeeping, Custodial (securities), Investment advisory (participants) | $17,492 |