PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PENN UNITED TECHNOLOGIES, INC.
Sponsor portfolioTH

PENN UNITED TECHNOLOGIES, INC.

EIN 25-1215115-machinery-Latest filing 2025
Plans
4
Retirement
2
$236.3M assets
Welfare
2
$656K premiums
Participants
2,540
PO BOX 399 - CABOT, PA 16023724-352-1507pennunited.comLinkedIn501-1000 employeesmachinery
Plans on this EIN
4 filings
#001ESOP-$141.2M - 890 part#002401k-$95.2M - 838 part#501Mixed-$656K - 1,434 lives#520Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $236.3M assets / 1,728 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • EMPLOYEE STOCK OWNERSHIP (#001)60%
  • TECHNOLOGIES, INC. 401(K) (#002)40%
Total $236.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • EMPLOYEE FIDUCIARY, LLC60%
  • (Not disclosed)40%
Total $236.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)890
  • TECHNOLOGIES, INC. 401(K) (#002)838
Total 1,728Click row to drill in

Plan deep-dives

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

PENN UNITED TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$141.2M
Participants890
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN

401k

Assets$95.2M
Participants838
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENN UNITED TECHNOLOGIES, INC. WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF PENNSYLVANIA

Premiums$656K
Covered lives1,434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

PENN UNITED TECHNOLOGIES, INC. FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENN UNITED TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$141.2M8902025
002PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN401k$95.2M8382025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENN UNITED TECHNOLOGIES, INC. WELFARE BENEFIT PLANMixedDELTA DENTAL OF PENNSYLVANIA$656K1,4342024
520PENN UNITED TECHNOLOGIES, INC. FLEXIBLE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica