How big is Penn Union Co. LLC's plan?

Penn Union Co. LLC's plan reported $3.5M in assets and 36 participants for 2024.

Original filing (PDF)20250630142852NAL0006340275001

Penn Union Co. LLC

Name: Penn Union Co. LLC — 401(k) Plan for Production and, Form 5500 (2024)
Creator: Penn Union Co. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) Plan for Production and Maintenance Employees of Penn Union Co. LLC

401(k) retirement plan · Penn Union Co. LLC's 401(k) Plan for Production and Maintenance Employees of Penn Union Co. LLC held $3.5M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Edward C Shields signed Penn Union Co. LLC's 2024 Form 5500 as plan administrator.

Edward C Shields — 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

Penn Union Co. LLC's EIN is 34-1766735.

EIN 34-1766735

Plan number 002

Plan year 2024

ACK ID 20250630142852NAL0006340275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Penn Union Co. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Penn Union Co. LLC'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 PENN UNION CO. LLC.

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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