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Original filing (PDF)20251013134813NAL0003060242001
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
Form 5500
FILING_RECEIVED
PUBLIC SERVICE ENTERPRISE GROUP INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,569
Accounts w/ balance
8,523
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED.
Plan sponsor
Name
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
EIN
22-2625848
Address
80 PARK PLAZA, T10 · NEWARK, NJ · 071011171
Phone
(973) 430-7000
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
EMPLOYEE BENEFITS COMMITTEE OF PUBLIC SERVICE ENTERPRISE GROUP INC
EIN
22-2625848
City
NEWARK, NJ
Phone
(973) 430-7000
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
KRONICK, KALADA, BERDY & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
27 direct securities · 1 pooled fund· $4.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$2.1B
1 holding
Uncategorized
$2.1B
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PSEG INC MASTER EE BENEFIT PLAN PUBLIC SERVICE ENTERPRISE GROUP INC · EIN 22-3427660 / PN 001 | Master Trust | — | — | $2.1B | 98.3% | |
| VANGUARD DEVELOPED MARKETS INDEX TRUST | — | 2,830.039 | — | $367.7M | 16.9% | |
| VANGUARD SML CAP INDX-INST+ | — | 1,095.832 | — | $364.2M | 16.7% | |
| VANGUARD MID CAP INDEX-INST+ | — | 917.766 | — | $326.8M | 15.0% | |
| PUBLIC SVC VANGUARD INSTL 500 INDEX | — | 9,309.25 | — | $132.3M | 6.1% | |
| VANGUARD FIDUCIARY TR CO RETIREMENT 2050 TR INSTL | — | 1,291.192 | — | $131.5M | 6.0% | |
| VANGUARD FIDUCIARY TR CO TRGT RETIREMENT 2045 TR INSTL | — | 1,117.661 | — | $111.5M | 5.1% | |
| VANGUARD FIDUCIARY TR CO TARGET RETIREMENT 2030 TR | — | 1,261.788 | — | $106.2M | 4.9% | |
| VANGUARD FIDUCIARY TR CO TRGT RETIREMENT 2025 TR INSTL | — | 1,196.416 | — | $96.0M | 4.4% | |
| VANGUARD FIDUCIARY TR CO RETIREMENT 2055 TRI | — | 745.278 | — | $92.6M | 4.3% | |
| VANGUARD FIDUCIARY TR CO TARGET RETIREMENT 2040 TR | — | 944.584 | — | $90.5M | 4.2% | |
| VANGUARD FIDUCIARY TR CO TRGT RETIREMENT 2035 TR INSTL | — | 1,009.857 | — | $90.3M | 4.1% | |
| FIDELITY INTERMEDIATE BOND | — | 7,190.233 | — | $72.4M | 3.3% | |
| VANGUARD FIDUCIARY TR CO TRGT RETIREMENT 2060 TR INSTL | — | 707.712 | — | $46.2M | 2.1% | |
| VANGUARD FIDUCIARY TR CO TARGET RETIREMENT INCOME TR | — | 439.72 | — | $29.9M | 1.4% | |
| VANGUARD FIDUCIARY TR CO TARGET RETIREMENT 2020 TR INST | — | 346.397 | — | $26.2M | 1.2% | |
| VANGUARD FIDUCIARY TR CO TARGET RETIREMENT 2065 TRI | — | 320.914 | — | $12.9M | 0.6% | |
| BLACKROCK FEDERAL FUND 30 0.110% | — | 11,950.01 | — | $12.0M | 0.5% | |
| EB TEMP INV FD | — | 9,162.544 | — | $9.2M | 0.4% | |
| EB TEMP INV FD | — | 4,983.483 | — | $5.0M | 0.2% | |
| VANGUARD FEDERAL MONEY MRKT | — | 48,300.032 | — | $4.8M | 0.2% | |
| EB TEMP INV FD | — | 2,362.716 | — | $2.4M | 0.1% | |
| EB TEMP INV FD | — | 2,311.737 | — | $2.3M | 0.1% | |
| VANGUARD FIDUCIARY TR CO UNIT | — | 101.064 | — | $2.3M | 0.1% | |
| VANGUARD FIDUCI/TARGET RETIREMENT 2 | — | 66.521 | — | $1.6M | <0.1% | |
| EB TEMP INV FD | — | 1,592.632 | — | $1.6M | <0.1% | |
| EB TEMP INV FD | — | 928.526 | — | $929K | <0.1% | |
| EB TEMP INV FD | — | 13.926 | — | $14K | <0.1% |
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