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Department of Labor filing

PENN A KEM LLC

PENNAKEM EMPLOYEES' SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 24, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

15filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$926

Reported employer contributions per active participant.

Higher than about 9% of comparable plans
#People in the filing
164

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$238 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 29% of comparable plans
↗Investment performance
Not available

Plan assets changed 11.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202415out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions9th percentileTypical peer $3,557 · based on 507 comparable plans
Lower reported administrative expense29th percentileTypical peer $151 · based on 492 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PENN A KEM LLC reported $151,919 in employer contributions across the plan and 164 active participants. That works out to $926 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 69.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 24.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context15/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$151,919
Participant contributions
$1,268,578
Other contributions
$723,114
Employer share of reported contributions
10.7%
Beginning assets
$22,387,696
Ending assets
$24,972,391
Ending net assets
$24,972,391
Ending liabilities
$0
Total income
$4,840,231
Total expenses
$2,255,536
Administrative expenses
$48,310
Participant loans
$788,685

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,082
2023
$2,415
2024
$926
Plan-paid administrative expenses per participant
2022
$313
2023
$322
2024
$238
Active participants
2022
145
2023
162
2024
164
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$92616425M20251024134039NAL0002637969001
2023$2,41516222.4M20260326095059NAL0006760307001
2022$3,08214523.3M20231127145040NAL0007371681001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
3.2%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
262770135-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 2008
Industry
Industry group 325
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes3D2E2F2G2J2K2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
STATE STREET GLOBAL MARKETS2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251024134039NAL0002637969001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗