Penn United Technologies, Inc.'s EIN is 25-1215115.
Download the official 2024 Form 5500 (PDF) for Penn United Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penn United Technologies, Inc.'s plan includes profit-sharing, an ESOP, an S-corporation ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE FIDUCIARY, LLC | 61-1579239 | MOBILE, AL | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company Common Stock 4,905.69 shares of Penn United | Common Stocks | — | $7.2M | $131.6M | 93.2% | |
| Technologies, Inc. common stock Mutual Fund DFA Global Allocation 25/75 I N/R | Mutual Funds | — | — | $5.5M | 3.9% | |
| Vanguard 500 Index Signal N/R | Mutual Funds | — | — | $326K | 0.2% | |
| Franklin Growth Adv N/R | Mutual Funds | — | — | $296K | 0.2% | |
| Vanguard Total Bond Market Signal N/R | Mutual Funds | — | — | $205K | 0.1% | |
| DFA International Core Equity N/R | Mutual Funds | — | — | $142K | 0.1% | |
| MFS Value Fund N/R | Mutual Funds | — | — | $100K | <0.1% | |
| DFA Global Real Estate Securities N/R | Mutual Funds | — | — | $88K | <0.1% | |
| Vanguard Small Cap Index Signal N/R | Mutual Funds | — | — | $86K | <0.1% | |
| Vanguard Short-Term Bond Index N/R | Mutual Funds | — | — | $85K | <0.1% | |
| Signal Mutual Fund AB Small Cap Growth I N/R | Other securities | — | — | $48K | <0.1% | |
| PGIM QMA Small Cap Value CL Z N/R | Mutual Funds | — | — | $43K | <0.1% | |
| Money Market Fund Vanguard Cash Rsrv Federal N/R | Mutual Funds | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
