Original filing (PDF)20250710100300NAL0003414915001

WILLIAM PENN ASSOCIATION

Name: WILLIAM PENN ASSOCIATION — WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN, Form 5500 (2024)
Creator: WILLIAM PENN ASSOCIATION

Form 5500-SF

FILING_RECEIVED

WILLIAM PENN ASSOCIATION EMPLOYEES PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM PENN ASSOCIATION.

Plan sponsor

Name

WILLIAM PENN ASSOCIATION

EIN

25-0856580

Address

709 BRIGHTON ROAD · PITTSBURGH, PA · 152331821

Phone

(412) 231-2979

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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