PENN CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
14
Active participants
27,681
Total plan assets
$8.3B
Filings (rows)
14
Direct comp
$604K
Indirect comp
$53K
Aggregating 2 name variants under "PENN CAPITAL"
SERVICES PROVIDED
Other12
Advisor / Consultant2
Top plans served
All 14 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K F ELEVATOR CONSTRUCTORS UNION LOCAL 1 ANNUITY AND 401K FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 3,038 | $1.7B | $91K |
| BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K ELEVATOR CONSTRUCTORS UNION LOCAL 1 ANNUITY AND 401K FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 3,099 | $1.6B | $82K |
| BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K F ELEVATOR CONSTRUCTORS LOCAL 1 ANNUITY & 401K FD UNION LOCAL NO. 1 ANNUITY & 401K FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 3,298 | $1.4B | $77K |
| I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND | HUNTINGTON, WV | Other NONE | 1,524 | $559.3M | $29K |
| I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND | HUNTINGTON, WV | Other NONE | 1,858 | $548.3M | $0 |
| BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 RETAIL MEAT PENSION PLAN | MOUNT LAUREL, NJ | Other NONE | 1,525 | $521.2M | $31K |
| I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND | HUNTINGTON, WV | Other NONE | 1,559 | $492.3M | $72K |
| BOT OF RESILIENT FLOOR COVERING PENSION FUND RESILIENT FLOOR COVERING PENSION FUND | DUBLIN, CA | Other NONE | 1,331 | $411.6M | $23K |
| BOT OF RESILIENT FLOOR COVERING PENSION FUND RESILIENT FLOOR COVERING PENSION FUND | DUBLIN, CA | Other NONE | 1,323 | $401.0M | $34K |
| BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 RETAIL MEAT PENSION PLAN | MOUNT LAUREL, NJ | Other NONE | 1,478 | $237.9M | $44K |
| I.U.O.E. LOCAL #132 H & W FUND IUOE LOCAL NO. 132 HEALTH & WELFARE FUND | HUNTINGTON, WV | Other NONE | 1,807 | $138.3M | $25K |
| I.U.O.E. LOCAL #132 H & W FUND IUOE LOCAL NO. 132 HEALTH & WELFARE FUND | HUNTINGTON, WV | Other NONE | 1,409 | $130.6M | $26K |
| BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND | SEATTLE, WA | Advisor / Consultant INVESTMENT MANAGER | 2,183 | $78.7M | $8K |
| BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND | SEATTLE, WA | Advisor / Consultant INVESTMENT MANAGER | 2,249 | $74.6M | $62K |