What public Form 5500 filings show about the Pennoni Associates Inc. 401(k) plan — and how to find and check your own account.
Pennoni Associates Inc. (EIN 23-1683429) reports PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN on its most recent Form 5500, with $165.4M in plan assets across 1,365 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 Pennoni Associates Inc. 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pennoni Associates Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BARZ GOWIE AMON & FULTZ, NEWPORT CAPITAL GROUP, TRINITY INVESTMENT ADVISORS.
