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Original filing (PDF)20251002085503NAL0000161299001
PENN ENGINEERING & MFG. CORP.
Form 5500
FILING_RECEIVED
PENN ENGINEERING PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
163
Accounts w/ balance
—
Plan assets (EOY)
$19.3M
Net assets (EOY)
$19.3M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
100
Total plan cost
100
Vendor stack
55
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENN ENGINEERING & MFG. CORP..
Plan sponsor
Name
PENN ENGINEERING & MFG. CORP.
EIN
23-0951065
Address
5190 OLD EASTON ROAD · DANBORO, PA · 18916
Phone
(215) 766-8853
Industry
Manufacturingsee 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
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE STREET EQUITY | 59-3331424 | — | NONE | $23K | — |
| KORN FERRY HAY GROUP, INC. | 52-1690841 | — | NONE | $18K | — |
| WILMINGTON TRUST | 23-3060382 | — | NONE | $17K | — |
Investments
10 direct securities· $19.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares Int Government/Credit Bond ETF 35,888.000 shares | — | — | $4.0M | $3.7M | 19.4% | |
| Wilmington U.S. Government Money Market 3,595,357.590 shares | — | — | $3.6M | $3.6M | 18.6% | |
| Ishares Broad USD Inv Grade Corp Bond ETF 68,928.000 shares | — | — | $3.9M | $3.5M | 18.0% | |
| PIMCO Income Fund 233,665.652 shares | — | — | $2.8M | $2.5M | 12.7% | |
| Vanguard 500 Index Admiral 4,144.549 shares | — | — | $840K | $2.2M | 11.7% | |
| Vanguard FTSE Developed Markets ETF 28,413.000 shares | — | — | $985K | $1.4M | 7.0% | |
| Loomis Sayles Bond Fund 103,970.611 shares | — | — | $1.5M | $1.2M | 6.3% | |
| Vanguard Mid Cap Index Admiral 1,310.225 shares | — | — | $199K | $428K | 2.2% | |
| Vanguard Small Cap Index Admiral 3,666.103 shares | — | — | $208K | $422K | 2.2% | |
| Vanguard Long-Term Bond ETF 5,172.000 shares | — | — | $507K | $354K | 1.8% |
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