Penn Mutual Agents' Retirement Plan
Sponsored by Penn Mutual Life Insurance Company · EIN 230952300 · Plan #003
- Total assets
- $84.5M
- Net assets
- $84.5M
- Active participants
- 555
- With balances
- 1,034
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $63,324 |
| Fidelity Investments Institutional | Recordkeeping fees, Securities brokerage commissions | $26 |