How big is Penn Wealth Planning, LLC's plan?

Penn Wealth Planning, LLC's plan reported $6.0M in assets and 13 participants for 2024.

Original filing (PDF)20251001212427NAL0018338611001

Penn Wealth Planning, LLC

Name: Penn Wealth Planning, LLC — Penn Wealth Planning, Form 5500 (2024)
Creator: Penn Wealth Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penn Wealth Planning, LLC 401(k) & PSP

401(k) retirement plan · Penn Wealth Planning, LLC's Penn Wealth Planning, LLC 401(k) & PSP held $6.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Christopher Kelly signed Penn Wealth Planning, LLC's 2024 Form 5500 as plan administrator.

Christopher Kelly — 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

Penn Wealth Planning, LLC's EIN is 14-1846242.

EIN 14-1846242

Plan number 001

Plan year 2024

ACK ID 20251001212427NAL0018338611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Penn Wealth Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Penn Wealth Planning, LLC'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 PENN WEALTH PLANNING, LLC.

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Plan health score

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score