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Original filing (PDF)20250411090612NAL0045996002001
PENCOR SERVICES, INC.
Form 5500
FILING_RECEIVED
PENCOR SERVICES, INC. NON-AGREEMENT PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
707
Accounts w/ balance
—
Plan assets (EOY)
$162.4M
Net assets (EOY)
$162.4M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 348% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENCOR SERVICES, INC..
Plan sponsor
Name
PENCOR SERVICES, INC.
EIN
24-0820653
Address
613 THIRD STREET · PALMERTON, PA · 180711520
Phone
(610) 826-9289
Industry
Manufacturingsee all
Plan administrator
Name
PENSION PLAN COMMITTEE
EIN
23-1982370
City
PALMERTON, PA
Phone
(610) 826-9289
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BARSZ GOWIE AMON & FULTZ, LLC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSETMARK | — | CONCORD, CA | INVESTMENT ADVISOR | $728K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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