What public Form 5500 filings show about the The Pennrose Companies, LLC 401(k) plan — and how to find and check your own account.
The Pennrose Companies, LLC (EIN 88-0521680) reports PENNROSE MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $19.0M in plan assets across 599 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 The Pennrose Companies, LLC 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 The Pennrose Companies, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENECON GROUP, INDEPENDANT ADMNISTRATORS IA, WORLD INVESTMENT ADVISORS, FAIRMOUNT BENEFITS, CONNECTCARE3.
