Penn Engineering & Mfg. Corp.'s EIN is 23-0951065.
Download the official 2024 Form 5500 (PDF) for Penn Engineering & Mfg. Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penn Engineering & Mfg. Corp.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares Int Government/Credit Bond ETF 35,888.000 shares | U.S. Treasuries | — | $4.0M | $3.7M | 19.4% | |
| Wilmington U.S. Government Money Market 3,595,357.590 shares | Cash / Money Market | — | $3.6M | $3.6M | 18.6% | |
| Ishares Broad USD Inv Grade Corp Bond ETF 68,928.000 shares | Common Stocks | — | $3.9M | $3.5M | 18.0% | |
| PIMCO Income Fund 233,665.652 shares | Mutual Funds | — | $2.8M | $2.5M | 12.7% | |
| Vanguard 500 Index Admiral 4,144.549 shares | Common Collective Trusts | — | $840K | $2.2M | 11.7% | |
| Vanguard FTSE Developed Markets ETF 28,413.000 shares | Mutual Funds | — | $985K | $1.4M | 7.0% | |
| Loomis Sayles Bond Fund 103,970.611 shares | Other securities | — | $1.5M | $1.2M | 6.3% | |
| Vanguard Mid Cap Index Admiral 1,310.225 shares | Mutual Funds | — | $199K | $428K | 2.2% | |
| Vanguard Small Cap Index Admiral 3,666.103 shares | Mutual Funds | — | $208K | $422K | 2.2% | |
| Vanguard Long-Term Bond ETF 5,172.000 shares | Mutual Funds | — | $507K | $354K | 1.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
