· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CENTRAL PENN, INC. — CENTRAL PENN, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014140732NAL0001514131001
CENTRAL PENN, INC.
Form 5500
FILING_RECEIVED
CENTRAL PENN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
100% in single holding
Active participants
83
Accounts w/ balance
153
Plan assets (EOY)
$4.3M
Net assets (EOY)
$2.2M
How this plan invests
This plan
1 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CENTRAL PENN, INC.
.
Find decision makers
Plan sponsor
Name
CENTRAL PENN, INC.
EIN
23-1857027
Address
600 VALLEY ROAD · ENOLA, PA · 17025
Phone
(717) 732-0702
Industry
Educational Services
see all
Plan administrator
Name
CENTRAL PENN, INC.
EIN
23-1857027
City
ENOLA, PA
Phone
(717) 732-0702
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
TROUT CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $4.3M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Central Penn, Inc.
—
—
$7.2M
$4.3M
99.7%
Related plans
Similar-size Educational Services plans
PACER CENTER, INC.
PACER CENTER, INC. RETIREMENT PLAN
$4.3M · 46 participants
TRIANGLE TECH, INC.
TRIANGLE TECH, INC. 401(K) AND PROFIT SHARING PLAN
$4.3M · 52 participants
ACADEMY AT THE FARM, INC.
ACADEMY AT THE FARM 401(K) PROFIT SHARING PLAN
$4.3M · 129 participants
THE SOURCE FOR LEARNING, INC.
THE SOURCE FOR LEARNING, INC. 401(K) PLAN
$4.3M · 16 participants
NATIONAL YIDDISH BOOK CENTER
NATIONAL YIDDISH BOOK CENTER
100
Knocking points off
Top holding "Central Penn, Inc." is 100% of plan.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
$4.3M · 49 participants
EASTERN MICHIGAN UNIVERSITY FOUNDATION
EASTERN MICHIGAN UNIVERSITY FOUNDATION 403(B) PLAN
$4.3M · 23 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
