Original filing (PDF)20260320153210NAL0011977362001

PENNON ORGANIZATION

Name: PENNON ORGANIZATION — PENNON ORGANIZATION 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: PENNON ORGANIZATION

Form 5500

FILING_RECEIVED

PENNON ORGANIZATION 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

42% in single holding

Active participants

Accounts w/ balance

137

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

How this plan invests

This plan

1 pooled trust

Schedule D

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Knocking points off

Top holding "Registered Investment Companies Fidelity Investments 500 Index Fund" is 42% of plan.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENNON ORGANIZATION.

Plan sponsor

Name

PENNON ORGANIZATION

EIN

23-1629016

Address

4801 LINDLE ROAD · HARRISBURG, PA · 17111

Phone

(717) 704-3000

Industry

Information / Tech / Mediasee all

Plan administrator

Name

WITF, INC.

EIN

23-1629016

City

HARRISBURG, PA

Phone

(717) 704-3000

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

RKL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN CENTURY INVESTMENT MANAGEM	44-6006315	—	NONE	$0	—
FIDELITY MANAGEMENT & RESEARCH COMP	06-1194217	—	NONE	$0	—
CALVERT RESEARCH AND MANAGEMENT	—	BOSTON, MA	NONE	$0	—
BOSTON TRUST WALDEN INC.	—	BOSTON, MA	NONE	$0	—

Investments

15 direct securities · 1 pooled fund· $12.4M(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.

Uncategorized

$12.4M

15 holdings

Common Collective Trust

$19K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Registered Investment Companies Fidelity Investments 500 Index Fund	—	—	—	$5.3M	42.4%
The Vanguard Group, Inc. Developed Markets Index Fund Admiral Shares	—	—	—	$1.4M	11.4%
The Vanguard Group, Inc. Total Bond Market Index Fund Admiral Shares	—	—	—	$1.1M	9.2%
Fidelity Investments Extended Market Index	—	—	—	$1.0M	8.3%
American Century Government Bond Institutional	—	—	—	$988K	7.9%
The Vanguard Group, Inc. Short-Term Investment Grade Admiral Shares	—	—	—	$834K	6.7%
The Vanguard Group, Inc. Emerging Markets Stock Index Fund	—	—	—	$495K	4.0%
The Vanguard Group, Inc. Short-Term Inflation-Protected Securities Index Fund	—	—	—	$298K	2.4%
Boston Trust Walden Funds Boston Trust Walden Small Cap	—	—	—	$268K	2.2%
The Vanguard Group, Inc. Value Index Fund Admiral Shares	—	—	—	$240K	1.9%
The Vanguard Group, Inc. Growth Index Fund Admiral	—	—	—	$156K	1.3%
The Vanguard Group, Inc. FTSE All-World Ex US Small Cap Index Fund Admiral Shares	—	—	—	$149K	1.2%
Calvert US Large Cap Core Responsible Index R6	—	—	—	$65K	0.5%
Participant Loans 4.25% to 9.50%	—	—	—	$60K	0.5%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$19K	0.2%
Fidelity Investments International Sustainability Index	—	—	—	$2K	<0.1%