Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM PENN ASSOCIATION
EIN 25-0856580insuranceLatest filing 2025
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
86
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 86 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN
TraditionalDB
Assets$8.2M
Participants51
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN
401k
Assets$2.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN | TraditionalDB | $8.2M | 51 | 2024 | |
| 002 | WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN | 401k | $2.3M | 35 | 2025 |
Retirement plans