Original filing (PDF)20250606084409NAL0034891122001

WILLIAM PENN ASSOCIATION

Name: WILLIAM PENN ASSOCIATION — WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: WILLIAM PENN ASSOCIATION

Form 5500-SF

FILING_RECEIVED

WILLIAM PENN ASSOCIATION 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

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 Other Services (ex. Public Admin) plans

EDUCATION FOR EMPLOYMENT

EDUCATION FOR EMPLOYMENT 401(K) PLAN

$1.9M · 12 participants

OSTEOPATHIC HERITAGE FOUNDATION

RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERITAGE FOUNDATION

$1.9M · 2 participants

BOYS & GIRLS CLUBS OF MONTEREY COUNTRY

BOYS & GIRLS CLUBS OF MONTEREY COUNTY PENSION PLAN

$1.9M · 45 participants

OVERCOMING BY FAITH

OVERCOMING BY FAITH 401(K) PROFIT SHARING PLAN

$1.9M · 33 participants

UNITED WAY FOX CITIES, INC.