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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 rowsOther
4| 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
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
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Fidelity Investments 500 Index Fund | — | — | — | $1.6M | 32.2% | |
| The Vanguard Group, Inc. Short-Term Investment Grade Admiral Shares | — | — | — | $847K | 16.5% | |
| The Vanguard Group, Inc. Total Bond Market Index Fund Admiral Shares | — | — | — | $744K | 14.5% | |
| The Vanguard Group, Inc. Developed Markets Index Fund Admiral Shares | — | — | — | $602K | 11.7% | |
| American Century Government Bond Institutional | — | — | — | $540K | 10.5% | |
| Fidelity Investments Extended Market Index | — | — | — | $284K | 5.5% | |
| The Vanguard Group, Inc. Emerging Markets Stock Index Fund | — | — | — | $196K | 3.8% | |
| The Vanguard Group, Inc. Short-Term Inflation-Protected Securities Index Fund | — | — | — | $99K | 1.9% | |
| The Vanguard Group, Inc. Growth Index Fund Admiral | — | — | — | $91K | 1.8% | |
| The Vanguard Group, Inc. Value Index Fund Admiral Shares | — | — | — | $24K | 0.5% | |
| Participant Loans 8.50% to 9.50% | — | — | — | $20K | 0.4% | |
| Calvert US Large Cap Core Responsible Index R6 | — | — | — | $15K | 0.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9K | 0.2% | |
| Boston Trust Walden Funds Boston Trust Walden Small Cap | — | — | — | $8K | 0.1% |
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