How big is William Penn House's plan?

William Penn House's plan reported $867K in assets and 24 participants for 2025.

Original filing (PDF)20260413091327NAL0022275168001

William Penn House

Name: William Penn House — William Penn House 401(k), Form 5500 (2025)
Creator: William Penn House
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Penn House 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · William Penn House's William Penn House 401(k) Profit Sharing Plan & Trust held $867K in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

People on this filing

Nicholas Marsico signed William Penn House's 2025 Form 5500 as plan administrator.

Nicholas Marsico — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William Penn House's EIN is 23-1634616.

EIN 23-1634616

Plan number 001

Plan year 2025

ACK ID 20260413091327NAL0022275168001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Penn House from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Penn House's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM PENN HOUSE.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off