Plan Snapshot
- Plan Sponsor: Penske Truck Leasing Co., LP
- Sponsor EIN: 232518618
- Sponsor Address: P.O. BOX 563, READING, PA, 196030563
- Plan Type: 401(k)
- Total Participants: 5,564
- Total Assets: $359.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,564 | $359.9M | $9.1M | $21.5M |
| 2023 | 5,105 | $312.7M | $7.7M | $18.4M |
| 2022 | 5,483 | $266.5M | $7.2M | $17.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLPD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLPD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $143,959 | — | — | — | — |
| 2023 | $122,816 | — | $122,816 | — | — |
| 2022 | $193,814 | — | $193,814 | — | — |