Aaron Rylance signed Penske Racing South, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penske Racing South, Inc.'s EIN is 22-3024255.
Download the official 2024 Form 5500 (PDF) for Penske Racing South, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penske Racing South, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $150K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $13.6M | 16.6% | |
| SSgA Target Ret 2025 NL K Fund | Other securities | — | — | $13.6M | 16.6% | |
| ALLSPRING ENH STK MKT CIT N SEI TRUST COMPANY · EIN 56-6288528 / PN 001 | Common Collective Trust | — | — | $12.6M | 15.4% | |
| SSgA Target Ret 2020 NL K Fund | Other securities | — | — | $12.6M | 15.4% | |
| Prin/BR S&P Mid Index CIT N | Common Collective Trusts | — | — | $8.0M | 9.7% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $8.0M | 9.7% | |
| Prin/BR Agg Bd Index CIT N | Common Collective Trusts | — | — | $6.5M | 7.9% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $3.5M | 4.3% | |
| SSgA Target Ret Income NL K Fd | Other securities | — | — | $3.5M | 4.3% | |
| SSGA TARGET RET 2040 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 403 | Common Collective Trust | — | — | $3.5M | 4.2% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $3.1M | 3.7% | |
| Galliard Stable Return PIP | Other securities | — | — | $3.0M | 3.6% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.6% | |
| SSgA Target Ret 2065 NL K Fund | Other securities | — | — | $2.9M | 3.6% | |
| SSGA TARGET RET 2030 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 401 | Common Collective Trust | — | — | $2.7M | 3.3% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.2% | |
| SSGA TARGET RET 2050 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 405 | Common Collective Trust | — | — | $2.7M | 3.2% | |
| SSGA TARGET RET 2055 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 406 | Common Collective Trust | — | — | $2.5M | 3.0% | |
| SSGA TARGET RET 2045 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 404 | Common Collective Trust | — | — | $2.2M | 2.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.0M | 2.5% | |
| SSGA TARGET RET 2060 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 421 | Common Collective Trust | — | — | $1.8M | 2.1% | |
| SSGA TARGET RET 2035 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 402 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | — | $1.0M | 1.2% | |
| DFA Emerg Mkt Core Eqty I Fd | Mutual Funds | — | — | $952K | 1.2% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $952K | 1.2% | |
| Etn Vnc Atl Cp SMID-Cap I Fd | Other securities | — | — | $658K | 0.8% | |
| SSGA TARGET RET 2025 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 400 | Common Collective Trust | — | — | $658K | 0.8% | |
| Participant Loans | Participant loans | — | — | $608K | 0.7% | |
| Cohen & Steers Re Est Sec A Fd | Other securities | — | — | $534K | 0.7% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | — | $397K | 0.5% | |
| SSGA TARGET RET 2065 NL K FUND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 047 | Common Collective Trust | — | — | $397K | 0.5% | |
| SSGA TARGET RET INCOME NL K FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 407 | Common Collective Trust | — | — | $38K | <0.1% | |
| Allspring Enh Stk Mkt CIT N | Common Collective Trusts | — | — | $38K | <0.1% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $23K | <0.1% | |
| SSGA TARGET RET 2020 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 399 | Common Collective Trust | — | — | $23K | <0.1% |
