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Original filing (PDF)20260320151806NAL0005357393001

PENNON ORGANIZATION

Form 5500
FILING_RECEIVED
LNP MEDIA GROUP, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
139
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
89
/ 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
84
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "Registered Investment Companies Fidelity Investments 500 Index Fund" is 32% of plan.
  • No recordkeeper disclosed on Schedule C.
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 RD · HARRISBURG, PA · 17111
Phone
(717) 704-3000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
PENNON ORGANIZATION
EIN
23-1629016
City
HARRISBURG, PA
Phone
(717) 704-3000
Plan characteristics
Plan number
004
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
2S · Automatic enrollment
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
4
NameEINLocationRelationDirect compIndirect comp
AMERICAN CENTURY INVESTMENT MANAGEM44-6006315NONE$0
FIDELITY MANAGEMENT & RESEARCH COMP06-1194217NONE$0
CALVERT RESEARCH AND MANAGEMENTBOSTON, MANONE$0
BOSTON TRUST WALDEN INC.BOSTON, MANONE$0

Investments

13 direct securities · 1 pooled fund· $5.1M(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
$5.1M
13 holdings
Common Collective Trust
$9K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Registered Investment Companies Fidelity Investments 500 Index Fund$1.6M32.2%
The Vanguard Group, Inc. Short-Term Investment Grade Admiral Shares$847K16.5%
The Vanguard Group, Inc. Total Bond Market Index Fund Admiral Shares$744K14.5%
The Vanguard Group, Inc. Developed Markets Index Fund Admiral Shares$602K11.7%
American Century Government Bond Institutional$540K10.5%
Fidelity Investments Extended Market Index$284K5.5%
The Vanguard Group, Inc. Emerging Markets Stock Index Fund$196K3.8%
The Vanguard Group, Inc. Short-Term Inflation-Protected Securities Index Fund$99K1.9%
The Vanguard Group, Inc. Growth Index Fund Admiral$91K1.8%
The Vanguard Group, Inc. Value Index Fund Admiral Shares$24K0.5%
Participant Loans 8.50% to 9.50%$20K0.4%
Calvert US Large Cap Core Responsible Index R6$15K0.3%
PUTNAM STABLE VALUE FUND
PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202
Common Collective Trust
$9K0.2%
Boston Trust Walden Funds Boston Trust Walden Small Cap$8K0.1%

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