PENN UNITED TECHNOLOGIES, INC. 401(k) Plan
What public Form 5500 filings show about the PENN UNITED TECHNOLOGIES, INC. 401(k) plan — and how to find and check your own account.
The PENN UNITED TECHNOLOGIES, INC. 401(k) on its latest Form 5500
PENN UNITED TECHNOLOGIES, INC. (EIN 25-1215115) reports PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN on its most recent Form 5500, with $95.2M in plan assets across 682 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 UNITED TECHNOLOGIES, INC. filing — schedules, fees, and providers.
Who runs the PENN UNITED TECHNOLOGIES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PENN UNITED TECHNOLOGIES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, EMPLOYEE FIDUCIARY.
How to check your PENN UNITED TECHNOLOGIES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask PENN UNITED TECHNOLOGIES, INC. 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).