How big is William Penn Association's plan?

William Penn Association's plan reported $2.3M in assets and 22 participants for 2025.

Original filing (PDF)20260513111307NAL0009424768001

William Penn Association

Name: William Penn Association — William Penn Association, Form 5500 (2025)
Creator: William Penn Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Penn Association 401(k) Safe Harbor Plan

401(k) retirement plan · William Penn Association's William Penn Association 401(k) Safe Harbor Plan held $2.3M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Cassandra Holmes signed William Penn Association's 2025 Form 5500 as plan administrator.

Cassandra Holmes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William Penn Association's EIN is 25-0856580.

EIN 25-0856580

Plan number 002

Plan year 2025

ACK ID 20260513111307NAL0009424768001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Penn Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Penn Association's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM PENN ASSOCIATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

WILLIAM PENN ASSOCIATION

EIN

all filings

Address

709 BRIGHTON ROAD · PITTSBURGH, PA · 152331821

Phone

(412) 231-2979

Industry

Other Services (ex. Public Admin)

Plan administrator