Filings through Oct 24, 2026.

Retirement plan

Penn Emblem Company 401(k) Plan

Name: PENN EMBLEM COMPANY - PENN EMBLEM COMPANY 401(K) PLAN (2025) Form 5500
Creator: PENN EMBLEM COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENN EMBLEM COMPANY 401(K) PLAN, PENN EMBLEM COMPANY

Penn Emblem CompanyEIN 23-1291401Plan #001PY 2025

2577 INTERPLEX DRIVE, SUITE A - TREVOSE, PA 19053215-874-3302pennemblem.comLinkedIn201-500 employeestextiles

Prospect flagsHigh feesLow participationLow employer contributionFew collective trustsFund lineup: 1 fund, $9.6M

How to read this page

Total assets (EOY)

$10.8M

+10.4% from 2024

Total participants

193

-4.9% from 2024

Average account balance

$85,074

+6.9% from 2024

Annual return

15.13%

-2.28 pp from 2024

Benchmarks

See 4,060 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,060 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MARSH & MCLENNAN AGENCY LLC1 year Filed as: MMA SECURITIES Service code 16 · EIN 22-3570392	Consulting	$22,013
TORRILLO & ASSOCIATES, LLC3 years Service code 10 · EIN 83-0414789	Accounting	$17,950
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,858

Fund lineup

CSV with Pro

1 fund holds $9.6M of the plan's $9.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds0%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series0%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Assets: Investments, at fair value Manager not matched · Other	Not yet matched	Other	$9.6M	100.0%

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$43K

$274 / participant

Recordkeeping$3K6.7%
Other / not subdivided$40K93.3%

% of EOY assets

0.396%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LBMC, PC
Auditor EIN: 621199757
Audit fees: $17,950
Opinion code: Unqualified

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Provider

Service type

Compensation

MARSH & MCLENNAN AGENCY LLC1 year

Filed as: MMA SECURITIES

Service code 16 · EIN 22-3570392

Consulting

$22,013

TORRILLO & ASSOCIATES, LLC3 years

Service code 10 · EIN 83-0414789

Accounting

$17,950

FIDELITY INVESTMENTS INSTITUTIONAL11+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,858

Fund

Dollars

% of funds%

Assets: Investments, at fair value

Manager not matched · Other

$9.6M

100.0%

Penn Emblem Company 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Penn Emblem Company 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion