How big is Pennsylvania General Energy Company, L.L.C.'s plan?

Pennsylvania General Energy Company, L.L.C.'s plan reported $22.4M in assets and 75 participants for 2024.

Original filing (PDF)20251001163044NAL0014540864001

Pennsylvania General Energy Company, L.L.C.

Name: Pennsylvania General Energy Company, L.L.C. — Form 5500 Plan 001 (2024)
Creator: Pennsylvania General Energy Company, L.L.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pennsylvania General Energy Company, L.L.C. Retirement Plan

401(k) retirement plan · Pennsylvania General Energy Company, L.L.C.'s Pennsylvania General Energy Company, L.L.C. Retirement Plan held $22.4M in plan assets for 75 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$22.4M

Net assets (EOY)

$22.4M

People on this filing

Kayley Halquist signed Pennsylvania General Energy Company, L.L.C.'s 2024 Form 5500 as plan administrator.

Kayley Halquist — 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

Pennsylvania General Energy Company, L.L.C.'s EIN is 43-2002031.

EIN 43-2002031

Plan number 001

Plan year 2024

ACK ID 20251001163044NAL0014540864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pennsylvania General Energy Company, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pennsylvania General Energy Company, L.L.C.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENNSYLVANIA GENERAL ENERGY COMPANY, L.L.C..

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How this plan invests

This plan

1 pooled trust

Schedule D

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (91st percentile).
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

PENNSYLVANIA GENERAL ENERGY COMPANY, L.L.C.

EIN

all filings

Address

120 MARKET STREET · WARREN, PA · 16365

Phone

(814) 723-3230

Industry

Mining, Quarrying, Oil & Gas

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

Service providers (Schedule C)

No Schedule C providers reported

Investments

25 direct securities · 1 pooled fund· $44.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$22.1M

1 holding

Other securities

$12.6M

16 holdings

Mutual Funds

$4.1M

3 holdings

Cash / Money Market

$2.5M

1 holding

Common Collective Trusts

$1.8M

3 holdings

Common Stocks

$1.0M

1 holding

Bonds / Notes

$195K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$6.7M American Century$5.7M JPMorgan$1.4M Vanguard$794K Dimensional / DFA$244K

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					% of plan
RETIREMENT DATE TRUST AMERICAN CENTURY · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$22.1M	99.0%
T. Rowe Price T. Rowe Price Blue Chip Growth	Mutual Funds	—	—	$3.9M	17.4%
Federated Hermes Inc. Federated Hermes Prime Cash Obligation Fund	Cash / Money Market	—	—	$2.5M	11.3%
Diamond Hill Capital Management Diamond Hill Large Cap Fund Class 1	Other securities	—	—	$2.3M	10.1%
T. Rowe Price T. Rowe Price Mid-Cap Growth	Other securities	—	—	$1.9M	8.7%
JP Morgan JP Morgan Undiscovered Managers Behavioral Value	Other securities	—	—	$1.4M	6.1%
Common Collective Trusts American Century Investments American Century One Choice 2035	Common Collective Trusts	—	—	$1.0M	4.6%
Federated Hermes Inc. Federated Hermes Total Return	Common Stocks	—	—	$1.0M	4.6%
American Century Investments American Century One Choice In Retirement	Other securities	—	—	$936K	4.2%
American Century Investments American Century One Choice 2040	Other securities	—	—	$862K	3.9%
T. Rowe Price T. Rowe Price Diversified Small Cap Growth	Other securities	—	—	$856K	3.8%
American Century Investments American Century One Choice 2045	Other securities	—	—	$831K	3.7%
Harding Loevner LP Harding Loevner International Fund	Other securities	—	—	$785K	3.5%
Sycamore Capital Victory Sycamore Est. Value Class 1	Other securities	—	—	$646K	2.9%
American Century Investments American Century One Choice 2055	Other securities	—	—	$622K	2.8%
American Century Investments American Century One Choice 2025	Other securities	—	—	$592K	2.6%
The Vanguard Group, Inc. Vanguard 500 Index Fund	Common Collective Trusts	—	—	$569K	2.5%
American Century Investments American Century One Choice 2030	Other securities	—	—	$403K	1.8%
American Century Investments American Century One Choice 2050	Other securities	—	—	$393K	1.8%
Dimensional Fund Advisors DFA International Core Equity	Mutual Funds	—	—	$244K	1.1%
The Vanguard Group, Inc. Vanguard Total Stock Market Index Admin	Common Collective Trusts	—	—	$221K	1.0%
Notes receivable from participants Interest rates from 4.25% to 9.50%	Bonds / Notes	—	—	$195K	0.9%
JP Morgan JP Morgan Emerging Markets Equity	Other securities	—	—	$83K	0.4%
American Century Investments American Century One Choice 2065	Other securities	—	—	$45K	0.2%
American Century Investments American Century One Choice 2060	Other securities	—	—	$24K	0.1%
The Vanguard Group, Inc. Vanguard Short-Term Inv. 55 Cash and Equivalents Cash	Mutual Funds	—	—	$3K	<0.1%

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