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Original filing (PDF)20251014133327NAL0006193202001
PPL SERVICES CORPORATION
Form 5500
FILING_RECEIVED
PPL RETIREMENT READINESS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
1,259
Accounts w/ balance
1,337
Plan assets (EOY)
$211.7M
Net assets (EOY)
$211.7M
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 (5 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
009
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
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $22K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K&L GATES | 25-0921018 | — | ATTORNEY/LEGAL | $6K | — |
Investments
26 direct securities · 1 pooled fund· $411.8M(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
$205.9M
26 holdings
Master Trust
$205.9M
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 | — | — | $205.9M | 97.3% | |
| The Fidelity Growth Collective Pool | — | — | — | $54.5M | 25.8% | |
| Northern Trust S&P 500 Index Fund | — | — | — | $29.8M | 14.1% | |
| BlackRock LP Index Retire | — | — | — | $12.8M | 6.1% | |
| BlackRock LP Index 2045 | — | — | — | $12.3M | 5.8% | |
| BlackRock LP Index 2035 | — | — | — | $11.8M | 5.6% | |
| Blended Interest Rate Fund | — | — | — | $11.6M | 5.5% | |
| BlackRock LP Index 2030 | — | — | — | $11.6M | 5.5% | |
| BlackRock LP Index 2040 | — | — | — | $10.6M | 5.0% | |
| BlackRock LP Index 2050 | — | — | — | $10.2M | 4.8% | |
| BlackRock LP Index 2055 | — | — | — | $8.7M | 4.1% | |
| Dodge & Cox Stock Fund | — | — | — | $5.1M | 2.4% | |
| BrokerageLink, Self-Directed Brokerage Accounts | — | — | — | $4.9M | 2.3% | |
| BlackRock LP Index 2060 | — | — | — | $3.8M | 1.8% | |
| Northern Trust Extended Equity Market Index Fund | — | — | — | $3.1M | 1.4% | |
| Mawer International Equity | — | — | — | $2.9M | 1.3% | |
| Prudential Core Plus Bond Fund | — | — | — | $2.6M | 1.2% | |
| BTC R2500 ALPH TLT T | — | — | — | $2.4M | 1.1% | |
| PIMCO Income Inst | — | — | — | $2.3M | 1.1% | |
| Northern Trust ACWI Ex US - Non Lending | — | — | — | $1.9M | 0.9% | |
| BlackRock LP Index 2065 | — | — | — | $1.6M | 0.8% | |
| Northern Trust Aggregate Bond Index - Non Lending | — | — | — | $1.3M | 0.6% | |
| PIMCO All Asset Inst | — | — | — | $133K | <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% |
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