# Penske Vehicle Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/penske-vehicle-services-inc-401k-plan

> Penske Vehicle Services, INC.'s 401(k) plan: 402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penske Vehicle Services, INC.

- **Sponsor EIN:** 510395686

- **Sponsor Address:** 1225 E MAPLE, TROY, MI, 48083

- **Plan Type:** 401(k)

- **Total Participants:** 402

- **Total Assets:** $10.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|402|$10.1M|$287,741|$1.2M|

| 2023|390|$8.9M|$251,166|$1.1M|

| 2022|339|$7.6M|$205,493|$942,257|

## 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|

| ADP, INC.|RECORD KEEPER|$70,680|—|$70,680|

| SECURE ASSET MANAGEMENT LLC|INVESTMENT/FINANCIAL ADVI|$23,614|—|$23,614|

| PLANTE & MORAN, PLLC|ACCOUNTANT|$19,500|—|$19,500|

| PLANTE & MORAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $113,794

- **Estimated Expense Ratio:** 1.126% of plan assets

### 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|$113,794|$43,114|—|—|—|

| 2023|$100,067|$36,164|—|—|—|

| 2022|$91,099|—|—|—|—|

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