How big is Penco Corporation's plan?

Penco Corporation's plan reported $35.5M in assets and 315 participants for 2024.

Original filing (PDF)20251013083653NAL0001532064001

Penco Corporation

Name: Penco Corporation — 401(k) Savings Plan, Form 5500 (2024)
Creator: Penco Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Savings Plan

401(k) retirement plan · Penco Corporation's 401(k) Savings Plan held $35.5M in plan assets for 315 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions51% in single holdingHigh average account balance

Active participants

315

Accounts w/ balance

176

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

People on this filing

John Krawczynski signed Penco Corporation's 2024 Form 5500 as plan administrator.

John Krawczynski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Penco Corporation's EIN is 06-0403810.

EIN 06-0403810

Plan number 004

Plan year 2024

ACK ID 20251013083653NAL0001532064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Penco Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Penco Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENCO CORPORATION.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2614K (181% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (96th percentile).

Plan sponsor

Name

PENCO CORPORATION

EIN

all filings

Address

229 BUCKINGHAM ST · HARTFORD, CT · 06106

Phone

(860) 278-2345

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$5K	—

Investments

30 direct securities· $35.3M(99% of reported assets)

Mutual Funds

$33.3M

26 holdings

Common Collective Trusts

$2.0M

4 holdings

					% of plan
Fidelity Investments Fidelity CONTRA Fund	Mutual Funds	—	—	$18.0M	50.6%
Fidelity Investments Fidelity Freedom 2025 Class K Fund	Mutual Funds	—	—	$4.0M	11.3%
Fidelity Investments Fidelity GOVT MMKT Fund	Mutual Funds	—	—	$3.1M	8.6%
Fidelity Investments Fidelity PURITAN Fund	Mutual Funds	—	—	$2.3M	6.6%
Fidelity Investments Fidelity 500 INDEX Fund	Common Collective Trusts	—	—	$1.5M	4.2%
Fidelity Investments Fidelity MAGELLAN Fund	Mutual Funds	—	—	$1.5M	4.1%
Fidelity Investments Fidelity Select TECHNOLOGY Fund	Mutual Funds	—	—	$896K	2.5%
Fidelity Investments Fidelity LEVERGD CO STK Fund	Mutual Funds	—	—	$501K	1.4%
Fidelity Investments Fidelity Freedom Income K Fund	Mutual Funds	—	—	$365K	1.0%
Fidelity Investments Fidelity Freedom 2065 Class K Fund ** 765 * Fidelity Investments Fidelity Freedom 2010 Class K Fund ** 711 * Notes Receivable from Notes receivable from participants with interest	Mutual Funds	—	—	$357K	1.0%
Fidelity Investments Fidelity SM CAP DISCOVERY Fund	Mutual Funds	—	—	$291K	0.8%
Fidelity Investments Fidelity INTERMED BOND Fund	Mutual Funds	—	—	$288K	0.8%
Fidelity Investments Fidelity Freedom 2030 Class K Fund	Mutual Funds	—	—	$287K	0.8%
Fidelity Investments Fidelity US BOND IDX Fund	Common Collective Trusts	—	—	$262K	0.7%
Fidelity Investments Fidelity INTL DISCOVERY Fund	Mutual Funds	—	—	$247K	0.7%
Fidelity Investments Fidelity Select HEALTHCARE Fund	Mutual Funds	—	—	$198K	0.6%
Fidelity Investments Fidelity Freedom 2020 Class K Fund	Mutual Funds	—	—	$176K	0.5%
Fidelity Investments Fidelity Select UTILITIES Fund	Mutual Funds	—	—	$170K	0.5%
Fidelity Investments Fidelity INTL INDEX Fund	Common Collective Trusts	—	—	$131K	0.4%
Fidelity Investments Fidelity Freedom 2045 Class K Fund	Mutual Funds	—	—	$124K	0.3%
Fidelity Investments Fidelity Select FINANCIAL Fund	Mutual Funds	—	—	$122K	0.3%
Fidelity Investments Fidelity SEL INDUSTRIALS Fund	Mutual Funds	—	—	$107K	0.3%
Fidelity Investments Fidelity Freedom 2040 Class K Fund	Mutual Funds	—	—	$96K	0.3%
Fidelity Investments Fidelity EXTD MKT IDX Fund	Common Collective Trusts	—	—	$76K	0.2%
Fidelity Investments Fidelity NATURAL RES Fund	Mutual Funds	—	—	$73K	0.2%
Fidelity Investments Fidelity Freedom 2015 Class K Fund	Mutual Funds	—	—	$57K	0.2%
Fidelity Investments Fidelity SEL CONS DISCR Fund	Mutual Funds	—	—	$54K	0.2%
Fidelity Investments Fidelity Freedom 2055 Class K Fund	Mutual Funds	—	—	$30K	<0.1%
Fidelity Investments Fidelity Freedom 2060 Class K Fund	Mutual Funds	—	—	$18K	<0.1%
Fidelity Investments Fidelity Freedom 2050 Class K Fund	Mutual Funds	—	—	$15K	<0.1%