Original filing (PDF)20250624085300NAL0010107600001

PENNSYLVANIA FINANCIAL RESPONSIBILITY

Name: PENNSYLVANIA FINANCIAL RESPONSIBILITY — PENNSYLVANIA FINANCIAL RESPONSIBILITY RETIREMENT PLAN, Form 5500 (2024)
Creator: PENNSYLVANIA FINANCIAL RESPONSIBILITY

Form 5500-SF

FILING_RECEIVED

PENNSYLVANIA FINANCIAL RESPONSIBILITY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENNSYLVANIA FINANCIAL RESPONSIBILITY.

Plan sponsor

Name

PENNSYLVANIA FINANCIAL RESPONSIBILITY

EIN

23-2315555

Address

1835 MARKET STREET · SUITE 700 · PHILADELPHIA, PA · 19103

Phone

(215) 665-0559

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LANDMARK ADMIN, LLC

LANDMARK ADMIN 401(K) PROFIT SHARING PLAN

$5.6M · 115 participants

RLD ASSOCIATES, INC.

RLD ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN

$5.5M · 93 participants

CRUMDALE PARTNERS, LLC

CRUMDALE PARTNERS, LLC 401(K) RETIREMENT PLAN

$5.5M · 142 participants

BENESYS, INC.

BENESYS, INC. 401(K) PLAN AND TRUST FOR UNION MEMBERS

$5.5M · 27 participants

MANAGEMENT SOLUTIONS CONSULTING GROUP, INC.

MANAGEMENT SOLUTIONS CONSULTING GROUP, INC. 401(K) RETIREMENT PLAN