Original filing (PDF)20250924103528NAL0007428017001

H.O. PENN MACHINERY COMPANY, INC.

Name: H.O. PENN MACHINERY COMPANY, INC. — H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: H.O. PENN MACHINERY COMPANY, INC.

Form 5500

FILING_RECEIVED

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

264

Accounts w/ balance

336

Plan assets (EOY)

$90.5M

Net assets (EOY)

$90.5M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H.O. PENN MACHINERY COMPANY, INC..

Plan sponsor

Name

H.O. PENN MACHINERY COMPANY, INC.

EIN

13-1158790

Address

122 NOXON ROAD · POUGHKEEPSIE, NY · 12603

Phone

(845) 437-4086

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2E · Profit-sharing

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$55K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$14K	—
CAPTRUST	26-0058143

Investments

2 pooled funds· $5.2M(6% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	$4.0M	4.5%
MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616	Common Collective Trust	$1.2M	1.3%