Penn State Mechanical 401(k) Plan

The Penn State Mechanical 401(k) on its latest Form 5500

Penn State Mechanical (EIN 23-2524063) reports PENN STATE MECHANICAL CONTRACTORS, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $7.8M in plan assets across 35 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Penn State Mechanical filing — schedules, fees, and providers.

Who runs the Penn State Mechanical 401(k)?

Penn State Mechanical’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Penn State MechanicalHR for the recordkeeper’s name and login.

How to check your Penn State Mechanical 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Penn State Mechanical HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).