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  2. PENNONI ASSOCIATES INC.
Sponsor portfolio

PENNONI ASSOCIATES INC.

EIN 23-1683429-Latest filing 2025
Plans
3
Retirement
2
$294.8M assets
Welfare
1
$2.0M premiums
Participants
4,243
1900 MARKET ST, SUITE 300 - PHILADELPHIA, PA 19103215-222-3000LinkedIn201-500 employees
Plans on this EIN
3 filings
#001401k-$165.4M - 1,751 part#002ESOP-$129.4M - 1,351 part#501Mixed-$2.0M - 1,795 lives

Retirement portfolio analytics

2 plans aggregated / $294.8M assets / 3,102 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • 401(K)/PROFIT SHARING PLAN (#001)56%
  • EMPLOYEE STOCK OWNERSHIP (#002)44%
Total $294.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • T ROWE PRICE RPS INC56%
  • (Not disclosed)44%
Total $294.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K)/PROFIT SHARING PLAN (#001)1,751
  • EMPLOYEE STOCK OWNERSHIP (#002)1,351
Total 3,102Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,795 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$912K
  • Long-term disability$912K
  • Dental$801K
  • Vision$141K
  • Short-term disability$6K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA53%
  • DELTA DENTAL OF CALIFORNIA40%
  • VISION SERVICE PLAN7%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • CAPITAL MANAGEMENT ENTERPRISES42%
  • CONNER STRONG & BUCKELEW33%
  • ASSUREDPARTNERS25%
Total $231K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN

401k

Assets$165.4M
Participants1,751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENNONI ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$129.4M
Participants1,351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENNONI ASSOCIATES INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.0M
Covered lives1,795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN401k$165.4M1,7512024
002PENNONI ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$129.4M1,3512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENNONI ASSOCIATES INC. EMPLOYEE WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.0M1,7952025
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