Original filing (PDF)20251015081913NAL0005662848001

PENN POWER GROUP, LLC

Name: PENN POWER GROUP, LLC — PENN POWER GROUP, LLC NON-UNION 401(K) PLAN, Form 5500 (2024)
Creator: PENN POWER GROUP, LLC

Form 5500

FILING_RECEIVED

PENN POWER GROUP, LLC NON-UNION 401(K) PLAN

401(k) retirement plan

Active participants

379

Accounts w/ balance

560

Plan assets (EOY)

$32.5M

Net assets (EOY)

$32.5M

How this plan invests

This plan

2 pooled trusts

Schedule D

25 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENN POWER GROUP, LLC.

Plan sponsor

Name

PENN POWER GROUP, LLC

EIN

20-5189445

Address

8330 STATE ROAD · PHILADELPHIA, PA · 19136

Phone

(215) 922-8192

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$29K	—
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$25K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHOREO LLC.	—	RICHARDSON, TX	NONE

Investments

25 direct securities · 2 pooled funds· $32.5M(100% 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.

Other securities

$29.2M

23 holdings

Cash / Money Market

$1.8M

1 holding

Common Collective Trust

$1.2M

2 holdings

Participant loans

$350K

1 holding

					% of plan
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$4.0M	12.4%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$3.9M	11.9%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$3.2M	9.8%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$3.1M	9.5%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$2.3M	7.2%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Cash / Money Market	—	—	$1.8M	5.5%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$1.8M	5.5%
Vanguard Growth Index Adm Vanguard 0	Other securities	—	—	$1.6M	5.1%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$1.6M	4.8%
Vanguard Total Stock Market Index Adm Vanguard 0	Other securities	—	—	$1.4M	4.4%
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$1.4M	4.3%
VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD RST FUNDS · EIN 23-2186884 / PN 024	Common Collective Trust	—	—	$1.2M	3.6%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$1.1M	3.4%
Vanguard Value Index Adm Vanguard 0	Other securities	—	—	$812K	2.5%
Vanguard Wellington Admiral Vanguard 0	Other securities	—	—	$807K	2.5%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$730K	2.2%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$397K	1.2%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$350K	1.1%
Vanguard International Growth Adm Vanguard 0	Other securities	—	—	$320K	1.0%
Vanguard Target Retirement 2065 Fund Vanguard 0	Other securities	—	—	$258K	0.8%
Vanguard Total Bond Market Index Adm Vanguard 0	Other securities	—	—	$228K	0.7%
Vanguard Small-Cap Value Index Adm Vanguard 0	Other securities	—	—	$100K	0.3%
Dodge & Cox Income Fund I Dodge & Cox 0	Other securities	—	—	$53K	0.2%
JPMorgan Emerging Markets Equity R6 JPMorgan 0	Other securities	—	—	$14K	<0.1%
American Eupac R6 American Eupac 0	Other securities	—	—	$13K	<0.1%
Vanguard Target Retirement 2070 Fund Vanguard 0	Other securities	—	—	$10K	<0.1%
VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024	Common Collective Trust	—	—	$0	<0.1%