Back to filter
Original filing (PDF)20251014133300NAL0006191970001
PPL SERVICES CORPORATION
Form 5500
FILING_RECEIVED
PPL EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
557
Accounts w/ balance
1,057
Plan assets (EOY)
$299.1M
Net assets (EOY)
$299.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "The Fidelity Growth Collective Pool" is 26% of plan.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PPL SERVICES CORPORATION.
Plan sponsor
Name
PPL SERVICES CORPORATION
EIN
23-3041441
Address
645 HAMILTON STREET, SUITE 900 · ALLENTOWN, PA · 18101
Phone
(610) 774-5151
Industry
Utilitiessee all
Plan administrator
Name
EMPLOYEE BENEFIT PLAN BOARD OF PPL CORPORATION
EIN
23-2313635
City
ALLENTOWN, PA
Phone
(610) 774-5151
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K&L GATES | 25-0921018 | — | ATTORNEY/LEGAL | $5K | — |
Investments
26 direct securities · 1 pooled fund· $592.5M(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.
Uncategorized
$296.2M
26 holdings
Master Trust
$296.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PPL DEFINED CONTRIBUTION MASTER TRU PPL SERVICES CORPORATION · EIN 23-3041441 / PN 008 | Master Trust | — | — | $296.2M | 99.0% | |
| The Fidelity Growth Collective Pool | — | — | — | $78.4M | 26.2% | |
| Northern Trust S&P 500 Index Fund | — | — | — | $42.9M | 14.3% | |
| BlackRock LP Index Retire | — | — | — | $18.5M | 6.2% | |
| BlackRock LP Index 2045 | — | — | — | $17.7M | 5.9% | |
| BlackRock LP Index 2035 | — | — | — | $17.0M | 5.7% | |
| Blended Interest Rate Fund | — | — | — | $16.7M | 5.6% | |
| BlackRock LP Index 2030 | — | — | — | $16.7M | 5.6% | |
| BlackRock LP Index 2040 | — | — | — | $15.2M | 5.1% | |
| BlackRock LP Index 2050 | — | — | — | $14.6M | 4.9% | |
| BlackRock LP Index 2055 | — | — | — | $12.4M | 4.2% | |
| Dodge & Cox Stock Fund | — | — | — | $7.4M | 2.5% | |
| BrokerageLink, Self-Directed Brokerage Accounts | — | — | — | $7.0M | 2.4% | |
| BlackRock LP Index 2060 | — | — | — | $5.5M | 1.8% | |
| Northern Trust Extended Equity Market Index Fund | — | — | — | $4.4M | 1.5% | |
| Mawer International Equity | — | — | — | $4.1M | 1.4% | |
| Prudential Core Plus Bond Fund | — | — | — | $3.8M | 1.3% | |
| BTC R2500 ALPH TLT T | — | — | — | $3.4M | 1.1% | |
| PIMCO Income Inst | — | — | — | $3.3M | 1.1% | |
| Northern Trust ACWI Ex US - Non Lending | — | — | — | $2.7M | 0.9% | |
| BlackRock LP Index 2065 | — | — | — | $2.4M | 0.8% | |
| Northern Trust Aggregate Bond Index - Non Lending | — | — | — | $1.9M | 0.6% | |
| PIMCO All Asset Inst | — | — | — | $191K | <0.1% | |
| BlackRock LP Index 2025 | — | — | — | $0 | <0.1% | |
| FIAM Small/Mid Cap | — | — | — | $0 | <0.1% | |
| BlackRock LP Index 2070 | — | — | — | $0 | <0.1% | |
| BlackRock LP Index 2075 | — | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Utilities plans
THE UNITED ILLUMINATING COMPANY
THE UNITED ILLUMINATING COMPANY PENSION PLAN
$300.6M · 132 participants
PACIFIC GAS AND ELECTRIC COMPANY
POST-RETIREMENT LIFE INSURANCE PLAN OF THE PACIFIC GAS AND ELECTRIC COMPANY
$295.8M
ENTERGY CORPORATION
ENTERGY CORPORATION COMPANIES' RETIREE HEALTH PLAN
$290.8M
WISCONSIN PUBLIC SERVICE CORPORATION (WPSC)
WISCONSIN PUBLIC SERVICE CORPORATION NON-ADMINISTRATIVE EMPLOYEES' HEALTH CARE PLAN
$289.2M
MIDAMERICAN ENERGY COMPANY
MIDAMERICAN ENERGY COMPANY WELFARE BENEFIT PLAN
$309.2M · 4,711 participants
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP RETIREMENT PLAN FOR PGL AND NSG
$313.8M · 379 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B