Original filing (PDF)20250528142844NAL0004447651001

PENNANTPARK INVESTMENT ADVISERS, LLC.

Name: PENNANTPARK INVESTMENT ADVISERS, LLC. — PENNANTPARK 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PENNANTPARK INVESTMENT ADVISERS, LLC.

Form 5500-SF

FILING_RECEIVED

PENNANTPARK 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENNANTPARK INVESTMENT ADVISERS, LLC..

Plan sponsor

Name

PENNANTPARK INVESTMENT ADVISERS, LLC.

EIN

20-8235546

Address

1691 MICHIGAN AVENUE · MIAMI BEACH, FL · 33139

Phone

(212) 905-1000

Industry

Finance & Insurancesee 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

2025-05-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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