Plan Snapshot
- Plan Sponsor: Ppl Services Corporation
- Sponsor EIN: 233041441
- Sponsor Address: 645 HAMILTON STREET, SUITE 900, ALLENTOWN, PA, 181011179
- Plan Type: 401(k)
- Plan Number: 007
- Total Participants: 0
- Total Assets: $3.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $3.1B | $0 | $0 |
| 2023 | 0 | $3.3B | $0 | $0 |
| 2022 | 0 | $3.2B | $0 | $0 |
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 |
|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT | Other Service Provider | $3,324,642 | — | $3,324,642 |
| BLACKROCK FINANCIAL | Other Service Provider | $1,083,520 | — | $1,083,520 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $617,599 | — | $617,599 |
| NINETY ONE EMERGING MRKT (INVESTEC) | Other Service Provider | $380,889 | — | $380,889 |
| LOOMIS SAYLES & COMPANY, LP | Other Service Provider | $359,745 | — | $359,745 |
| PGIM, INC. | Recordkeeper | $349,400 | — | $349,400 |
| JENNISON ASS. CAPITAL CORP | Other Service Provider | $312,452 | — | $312,452 |
| WESTFIELD CAPTIAL MANAGEMENT | Other Service Provider | $175,362 | — | $175,362 |
| CARLYLE PROPERTY INVESTORS | Other Service Provider | $147,674 | — | $147,674 |
| BOSTON PARTNERS | Other Service Provider | $129,107 | — | $129,107 |
| STATE STREET BANK AND TRUST | Other Service Provider | $117,767 | — | $117,767 |
| WELLINGTON TRUST CO. | Other Service Provider | $27,828 | — | $27,828 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PGIM, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,025,985
- Estimated Expense Ratio: 0.230% 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 | $10,623,996 | $4,258,604 | — | — | — |
| 2023 | $9,134,062 | $4,042,747 | — | — | — |
| 2022 | $8,554,448 | $3,993,898 | — | — | $572,950 |