Penn Mutual

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

Active participants

746

Total plan assets

$713.3M

Filings (rows)

Direct comp

$351K

Indirect comp

Aggregating 3 name variants under "PENN MUTUAL"

Click a variant to view it alone

PENN MUTUAL LIFE INSURANCE CO3 PENN MUTUAL ASSET MANAGEMENT1 PENN MUTUAL1

SERVICES PROVIDED

Other service providers4

Investment manager1

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
FIXED FUND	3
AB LRG CAP VAL	2
TROWE LRG GRO STK	2
VONTOBEL INTL EQ	2
TROWE FLEX MGD	2
SSGA INDEX 500	2
PHAM QUALITY BOND	2
MS LRG CORE GRO	2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees of the Road Carriers Local 707 Pension Fund Road Carriers Local 707 Pension Fund · all filings	HEMPSTEAD, NY	Other service providers	520	$689.4M	$138K	$0
Keystone Folding Box Co. Keystone Folding Box Company Retirement Plan · all filings	NEWARK, NJ	Other service providers	78	$7.5M	$0	$0
Keystone Folding Box Co. Keystone Folding Box Company Retirement Plan · all filings	NEWARK, NJ	Other service providers	74	$7.0M	$0	$0
Keystone Folding Box Co. Keystone Folding Box Company Retirement Plan · all filings	NEWARK, NJ	Other service providers	74	$6.3M	$0	$0
Penn Mutual Life Insurance Company Penn Mutual Retirement Plan · all filings	HORSHAM, PA	Investment manager	0	$3.0M	$213K	$0