Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PENN HILL GROUP, LLC
EIN 26-0525296public policyLatest filing 2024
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
27
777 6TH STREET NW, SUITE 650 - WASHINGTON, DC 20001202-618-3900pennhillgroup.comLinkedIn1-10 employeespublic policy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 27 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
PENN HILL GROUP, LLC 401(K) SAVINGS PLAN
401k
Assets$5.9M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENN HILL GROUP, LLC PENSION PLAN
CashBalance
Assets$3.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENN HILL GROUP, LLC 401(K) SAVINGS PLAN | 401k | $5.9M | 23 | 2024 | |
| 002 | PENN HILL GROUP, LLC PENSION PLAN | CashBalance | $3.0M | 4 | 2024 |
Retirement plans