· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PENN-AIR & HYDRAULICS CORP. — PENN-AIR & HYDRAULICS 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231012113633NAL0020259347001
PENN-AIR & HYDRAULICS CORP.
Form 5500-SF
FILING_RECEIVED
PENN-AIR & HYDRAULICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
148
Accounts w/ balance
146
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
PENN-AIR & HYDRAULICS CORP.
.
Find decision makers
Plan sponsor
Name
PENN-AIR & HYDRAULICS CORP.
EIN
23-1883074
Address
580 DAVIES DRIVE · YORK, PA · 17402
Phone
(717) 840-8100
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
UT&F HOLDINGS, LLC.
UT&F HOLDINGS, LLC. 401(K) PLAN
$8.8M · 41 participants
SWANSTON EQUIPMENT CORP.
SWANSTON EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN
$8.8M · 70 participants
BEARING SUPPLY CO.OF ODESSA, LTD
BEARING SUPPLY CO.OF ODESSA, LTD EMPLOYEES PROFIT SHARING PLAN
$8.8M · 41 participants
BECKWITH & KUFFEL
BECKWITH & KUFFEL 401K PROFIT SHARING PLAN
$8.8M · 66 participants
FISHER AND THOMPSON
FISHER AND THOMPSON, INC. 401(K) TRUST
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.7M · 145 participants
RENTAL EQUIPMENT INVESTMENT CORPORATION
RE INVESTMENTS 401(K) PLAN
$8.7M · 330 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
