Sponsor portfolio
WILLIAM PENN MANAGEMENT COMPANY
EIN 23-2816584Accommodation and Food ServicesLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
102
P.O BOX 6 RTE 202 AND, SUMNEYTOWN PIKE - GWYNEDD, PA 19436215-699-9272
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRS OF WILLIAM PENN INN 401K PLAN | 401k | $2.5M | 102 | 2025 |
Retirement plans