JEAN Rodgers signed Penn Engineering & Manufacturing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penn Engineering & Manufacturing's EIN is 23-0951065.
Download the official 2024 Form 5500 (PDF) for Penn Engineering & Manufacturing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penn Engineering & Manufacturing's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INV. ADV. FCT STONE ST | 43-1451524 | — | SERVICE PROVIDER | $126K | — |
| WITHUM SMITH BROWN |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRet 2035 Fnd R6 Registered Investment Company | Common Stocks | — | — | $22.7M | 13.8% | |
| NYLIWinslow LgCp Gr Fd I Registered Investment Company | Common Stocks | — | — | $22.1M | 13.5% | |
| JPMorgan Investment Management JPMorgan Smart Retirement 2030 Fund | Other securities | — | — | $19.5M | 11.9% | |
| JPMorgan Investment Management JPMorgan Smart Retirement 2025 Fund | Other securities | — | — | $12.4M | 7.5% | |
| MFS Investment Management MFS Core Equity Fund | Mutual Funds | — | — | $12.2M | 7.4% | |
| JPMorgan Investment Management JPMorgan Smart Retirement 2040 Fund | Other securities | — | — | $11.5M | 7.0% | |
| Voya Financial Voya Fixed Account | Other securities | — | — | $10.7M | 6.5% | |
| JPMorgan Investment Management JPMorgan Smart Retirement 2045 Fund | Other securities | — | — | $6.4M | 3.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.3M | 3.8% | |
| JPMorgan Investment Management JPMorgan Smart Retirement 2020 Fund | Other securities | — | — | $5.4M | 3.3% | |
| MFS Investment Management MFS Research International Fund | Mutual Funds | — | — | $3.8M | 2.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.7M | 2.2% | |
| Loomis, Sayles & Company Loomis Sayles Core Plus Bond Fund | Common Stocks | — | — | $3.6M | 2.2% | |
| JPMorgan SmartRet 2050 Fnd R6 Registered Investment Company | Common Stocks | — | — | $3.4M | 2.1% | |
| JPMorgan SmartRet 2055 Fnd R6 Registered Investment Company | Common Stocks | — | — | $3.0M | 1.8% | |
| MFS Investment Management MFS Total Return Fund | Mutual Funds | — | — | $2.9M | 1.8% | |
| Company Victory Capital Management Victory Sycamore Established Value Fund | Common Stocks | — | — | $2.3M | 1.4% | |
| JPMorgan Investment Management JPMorgan Smart Retirement 2060 Fund | Other securities | — | — | $2.2M | 1.4% | |
| LOAN FUND Participant Loans - Rates 0.09% to 9.50% | Bonds / Notes | — | — | $1.7M | 1.0% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $1.6M | 1.0% | |
| DFA U.S. Large Cap Value Portfolio | Mutual Funds | — | — | $1.6M | 1.0% | |
| JPMorgan SmartRet Inc Fnd R6 Registered Investment Company | Common Stocks | — | — | $1.6M | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 0.9% | |
| Pacific Investment Management PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $1.2M | 0.7% | |
| MFS Investment Management MFS Government Securities Fund | Mutual Funds | — | — | $527K | 0.3% | |
| Inv Dev Mrkts Fd Y Registered Investment Company | Common Stocks | — | — | $410K | 0.3% | |
| Voya Financial Voya Government Money Market Fund | Cash / Money Market | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| JPMorgan SmartRet 2065 Fnd R6 Registered Investment Company | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-2027092 |
| — |
| SERVICE PROVIDER |
| $5K |
| — |
