What public Form 5500 filings show about the Pennon Organization 401(k) plan — and how to find and check your own account.
Pennon Organization (EIN 23-1629016) reports PENNON ORGANIZATION 401(K) RETIREMENT PLAN on its most recent Form 5500, with $17.6M in plan assets across 192 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 Pennon Organization filing — schedules, fees, and providers.
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 Pennon Organization 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN CENTURY INVESTMENT MANAGEM, BOSTON TRUST WALDEN, CALVERT RESEARCH AND MANAGEMENT.
