What public Form 5500 filings show about the Penn Union Co. LLC 401(k) plan — and how to find and check your own account.
Penn Union Co. LLC (EIN 34-1766735) reports 401(K) PLAN FOR SALARIED AND CLERICAL EMPLOYEES OF PENN UNION CO. LLC on its most recent Form 5500, with $8.6M in plan assets across 75 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 Union Co. LLC filing — schedules, fees, and providers.
Penn Union Co. LLC’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 Union Co. LLCHR for the recordkeeper’s name and login.
