Melanie Higgins signed Penske Truck Leasing Co., LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penske Truck Leasing Co., LP's EIN is 23-2518618.
Download the official 2024 Form 5500 (PDF) for Penske Truck Leasing Co., LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penske Truck Leasing Co., LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $182K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | INVESTMENT ADVISORY | $54K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE LG CP GR TR D CIT T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $51.3M | 14.3% | |
| NT Collective S&P 500 Index Fund Collective Trust | Common Collective Trusts | — | — | $42.9M | 11.9% | |
| NT COLL S&P 500 IDX FD TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $42.9M | 11.9% | |
| VANGUARD TARGET RTMT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $26.5M | 7.4% | |
| Dodge & Cox Stock Fund Registered Investment Company | Mutual Funds | — | — | $24.7M | 6.9% | |
| VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $22.6M | 6.3% | |
| VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $20.6M | 5.7% | |
| VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $19.0M | 5.3% | |
| GALLIARD SHORT CORE FD F SEI TRUST COMPANY · EIN 52-2252204 / PN 001 | Common Collective Trust | — | — | $17.1M | 4.8% | |
| VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $16.9M | 4.7% | |
| VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $13.7M | 3.8% | |
| American Funds EuroPacific Growth A Fund Registered Investment Company | Mutual Funds | — | — | $11.9M | 3.3% | |
| FRONTIER SMCP GROWTH CIT CL C COMERICA BANK & TRUST, NAT ASSN · EIN 93-6850760 / PN 001 | Common Collective Trust | — | — | $11.4M | 3.2% | |
| GALLIARD INTERMEDIATE CORE FD L SEI TRUST COMPANY · EIN 27-6635237 / PN 001 | Common Collective Trust | — | — | $10.5M | 2.9% | |
| VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $10.3M | 2.9% | |
| PIMCO TOTAL RET COLL TR CL M SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $7.6M | 2.1% | |
| JOHN HANCOCK DISC VL MDCP B3 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 038 | Common Collective Trust | — | — | $7.5M | 2.1% | |
| VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.7% | |
| Notes receivable from participants Maturing 2025 – 2033 Interest rates from 3.25% to 9.50% | Bonds / Notes | — | — | $5.9M | 1.6% | |
| GALLIARD SA INTERMEDIATE CORE FD E SEI TRUST COMPANY · EIN 94-6751921 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.1% | |
| VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.1% | |
| GALLIARD SA INTERMEDIATE CORE FD J SEI TRUST COMPANY · EIN 26-0232928 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.1% | |
| GALLIARD SA INTERMEDIATE CORE FD C SEI TRUST COMPANY · EIN 52-2250965 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.1% | |
| Vanguard Target Retirement Income Trust I Collective Trust | Common Collective Trusts | — | — | $3.6M | 1.0% | |
| VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $3.6M | 1.0% | |
| VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.9% | |
| NT COLL EXT EQY MKT IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $3.3M | 0.9% | |
| Northern Trust Collective Aggregate Bond Index Fund Collective Trust | Common Collective Trusts | — | — | $2.3M | 0.6% | |
| NT COLL AGGREGT BD IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $2.3M | 0.6% | |
| NT COL ACWI EXUS IV MKT IX T3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| SHORT-TERM INVESTMENT FUND SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $877K | 0.2% | |
| Metropolitan Tower Life Ins. Co. Wrapper Contracts | Stable Value | — | — | $554K | 0.2% | |
| Prudential Ins. Co. of America Wrapper Contracts | Stable Value | — | — | $550K | 0.2% | |
| American General Life Ins. Co. Wrapper Contracts | Stable Value | — | — | $540K | 0.1% | |
| Transamerica Premier Life Ins. Co. Wrapper Contracts | Stable Value | — | — | $532K | 0.1% | |
| (E) | Other securities | — | — | $8K | <0.1% | |
| VANGUARD TAR RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MFS GLOBAL EQTY CLASS 3A FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| DELOITTE AND TOUCHE, LLP | 13-3891517 | — | ACCOUNTANT | $45K | — |
