Original filing (PDF)20251009085831NAL0010603760001

PENSKE CORPORATION

Name: PENSKE CORPORATION — DEFERRED SAVINGS PLAN OF THE PENSKE CORPORATION, Form 5500 (2024)
Creator: PENSKE CORPORATION

Form 5500

FILING_RECEIVED

DEFERRED SAVINGS PLAN OF THE PENSKE CORPORATION

401(k) retirement plan

Signals · 3

42% in single holding42% employer stockHigh average account balance

Active participants

Accounts w/ balance

126

Plan assets (EOY)

$90.9M

Net assets (EOY)

$90.9M

How this plan invests

This plan

31 pooled trusts

Schedule D

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENSKE CORPORATION.

Plan sponsor

Name

PENSKE CORPORATION

EIN

23-1717338

Address

2555 TELEGRAPH ROAD · BLOOMFIELD HILLS, MI · 48302

Phone

(248) 648-2330

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP	06-1053228	—	INVESTMENT ADVISORY	$11K	—
MERCER	30-0282430	—	INVESTMENT ADVISORY	$5K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY

Investments

23 direct securities · 31 pooled funds· $114.6M(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.

Common Collective Trust

$43.9M

31 holdings

Common Stock

$38.2M

1 holding

Other securities

$32.6M

22 holdings

					% of plan
Principal Trust Company T. Rowe Price U.S. Equity Research Inc	Common Stock	—	—	$38.2M	42.0%
GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001	Common Collective Trust	—	—	$9.0M	9.9%
T. Rowe Price Retirement Blend 2025	Other securities	—	—	$7.7M	8.5%
T RWE PR RT BLND TRS 2025 CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001	Common Collective Trust	—	—	$7.7M	8.5%
NT COLL S&P500 IDX TIER ONE FD NORTHERN TRUST · EIN 45-6138589 / PN 002	Common Collective Trust	—	—	$5.9M	6.5%
T. Rowe Price Retirement Blend 2030	Other securities	—	—	$4.5M	5.0%
T RWE PR RT BLND TRS 2030 CL A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001	Common Collective Trust	—	—	$4.5M	5.0%
Vanguard Mid-Cap Index Fund	Other securities	—	—	$4.1M	4.5%
PRUDENTIAL CORE PL BD FD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165	Common Collective Trust	—	—	$3.8M	4.1%
T. Rowe Price Retirement Blend 2035	Other securities	—	—	$3.1M	3.4%
T RWE PR RT BLND TRS 2035 CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001	Common Collective Trust	—	—	$3.1M	3.4%
Fuller & Thaler Behavioral Small-Cap Equity Fund	Other securities	—	—	$2.0M	2.2%
T. Rowe Price Retirement Blend 2010	Other securities	—	—	$1.8M	2.0%
T RWE PR RT BLND TRS 2010 CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001	Common Collective Trust	—	—	$1.8M	2.0%
American Europacific Growth Fund	Other securities	—	—	$1.8M	2.0%
T. Rowe Price Retirement Blend 2040	Other securities	—	—	$1.6M	1.8%
T RWE PR RT BLND TRS 2040 CL A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001	Common Collective Trust	—	—	$1.6M	1.8%
T. Rowe Price Retirement Blend 2045	Other securities	—	—	$1.2M	1.4%
T RWE PR RT BLND TRS 2045 CL A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001	Common Collective Trust	—	—	$1.2M	1.4%
T. Rowe Price Retirement Blend 2005	Other securities	—	—	$1.2M	1.3%
T RWE PR RT BLND TRS 2005 CL A T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001	Common Collective Trust	—	—	$1.2M	1.3%
T. Rowe Price Retirement Blend 2055	Other securities	—	—	$960K	1.1%
T RWE PR RT BLND TRS 2055 CL A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001	Common Collective Trust	—	—	$960K	1.1%
T. Rowe Price Retirement Blend 2050	Other securities	—	—	$881K	1.0%
T RWE PR RT BLND TRS 2050 CL A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001	Common Collective Trust	—	—	$881K	1.0%
SSGA US BOND IDX CLASS C FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178	Common Collective Trust	—	—	$864K	1.0%
SSGA GL AL CP EQ X-US IDX NL K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456	Common Collective Trust	—	—	$741K	0.8%
Vanguard Strategic Equity Fund	Other securities	—	—	$342K	0.4%
T RWE PR RT BLND TRS 2060 CL A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001	Common Collective Trust	—	—	$342K	0.4%
T. Rowe Price Retirement Blend 2060	Other securities	—	—	$342K	0.4%
Cohen & Steers Real Estate Securities Fund	Other securities	—	—	$304K	0.3%
Participants Participant notes receivable bearing interest from 5.25 to 10.50 percent -	Other securities	—	—	$187K	0.2%
Vanguard Small-Cap Index Adm Fund	Other securities	—	—	$95K	0.1%
(E)	Other securities	—	$2K	$95K	0.1%
T. Rowe Price Retirement Blend 2020	Other securities	—	—	$49K	<0.1%
T RWE PR RT BLND TRS 2020 CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001	Common Collective Trust	—	—	$49K	<0.1%
T. Rowe Price Retirement Blend 2015	Other securities	—	—	$38K	<0.1%
T RWE PR RT BLND TRS 2015 CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001	Common Collective Trust	—	—	$38K	<0.1%
Our Responsibility Under U.S. Generally Accepted Auditing Standards As stated in our engagement letter dated May 20, 2025, we conducted our audit in accordance with professional standards except that, as permitted by 29 CFR 2520.103-8 of the Department of Labor’s (DOL)	Other securities	—	—	$3K	<0.1%
T. Rowe Price Retirement Blend 2065	Other securities	—	—	$2K	<0.1%
T RWE PR RT BLND TRS 2065 CL A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001	Common Collective Trust	—	—	$2K	<0.1%
SSGA TARGET RET 2060 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 421	Common Collective Trust	—	—	$0	<0.1%
SSGA TARGET RET INCOME NL K FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 407	Common Collective Trust	—	—	$0	<0.1%
SSGA TARGET RET 2065 NL K FUND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 047	Common Collective Trust	—	—	$0	<0.1%
ALLSPRING ENH STK MKT CIT N SEI TRUST COMPANY · EIN 56-6288528 / PN 001	Common Collective Trust	—	—	$0	<0.1%
SSGA TARGET RET 2055 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 406	Common Collective Trust	—	—	$0	<0.1%
SSGA TARGET RET 2050 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 405	Common Collective Trust	—	—	$0	<0.1%
SSGA TARGET RET 2045 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 404	Common Collective Trust	—	—	$0	<0.1%
SSGA TARGET RET 2040 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 403	Common Collective Trust	—	—	$0	<0.1%
SSGA TARGET RET 2035 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 402	Common Collective Trust	—	—	$0	<0.1%