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Original filing (PDF)20251015162108NAL0005406465001
PENSKE TRUCK LEASING CO., LP
Form 5500
FILING_RECEIVED
PENSKE TRUCK LEASING CO., LP HOURLY PENSION PLAN
Defined-benefit pension plan
Signals · 2
61% in single holding~425 bps in Sched C fees
Active participants
25
Accounts w/ balance
—
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Northern Trust Co. NT Collective S&P 500 Index Fund - Non-Lending" is 61% of plan.
- 425 bps in Schedule C fees — 717% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENSKE TRUCK LEASING CO., LP.
Plan sponsor
Name
PENSKE TRUCK LEASING CO., LP
EIN
23-2518618
Address
2675 MORGANTOWN ROAD · READING, PA · 19607
Phone
(610) 775-6000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE TOUCHE LLP | 13-3891517 | — | PLAN AUDITOR | $46K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PWC US CONSULTING LLP | 92-0385732 | — | PLAN ACTUARY | $103K | — |
Investments
1 direct security · 3 pooled funds· $5.6M(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
$3.5M
3 holdings
Uncategorized
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust Co. NT Collective S&P 500 Index Fund - Non-Lending | — | — | $800K | $2.1M | 60.6% | |
| NT COLL S&P 500 IND FUND (NL) NORTHERN TRUST · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $2.1M | 60.6% | |
| NT GLOBAL INVESTMENT NORTHERN TRUST · EIN 45-6138589 / PN 034 | Common Collective Trust | — | $1.3M | $1.4M | 39.2% | |
| NT COLL ST INV FUND NORTHERN TRUST · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $40 | <0.1% |