Pennrose Companies 401(k) match, vesting and fees
What Pennrose Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | The Gattuso Group Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Pennrose Companies: employer contribution per participant | $1,200 | |
| Peer median | $1,449 |
| Pennrose Companies: average balance | $33,032 | |
| Peer median | $44,821 |
| Pennrose Companies: admin expenses ÷ assets | 0.57% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $19M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 705 | $19M | $690K | $1,200 | 0.57% | Not published | Form 5500 ↗ |
Common questions
Does Pennrose Companies match 401(k) contributions?
The match terms for the Pennrose Management Company 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $690K in employer contributions, about $1,200 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pennrose Companies 401(k) match vested?
The vesting schedule for the Pennrose Management Company 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pennrose Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Pennrose Companies, LLC.
I left Pennrose Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Pennrose Companies, LLC, (267) 386-8672) or the recordkeeper, Fidelity Investments Institutional. The Pennrose Companies old 401(k) page lists the contacts from every plan filing. Find an old Pennrose Companies 401(k)
Data from the public Form 5500 annual reports Pennrose Companies filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pennrose Companies. Not financial advice. Report a correction · Methodology