Back to filter
Original filing (PDF)20260113145549NAL0014302609001
PPL SERVICES CORPORATION
Form 5500
FILING_RECEIVED
RHODE ISLAND ENERGY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
474
Accounts w/ balance
—
Plan assets (EOY)
$570.0M
Net assets (EOY)
$569.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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 601 · 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
010
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | — | CHICAGO, IL | NONE | $284K | — |
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $143K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $44K | — |
| K&L GATES, LLP | 25-0921018 | — | NONE | $12K | — |
Investments
1 pooled fund· $570.0M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PPL SERVICES CORP MASTER TRUST PPL SERVICES CORPORATION · EIN 23-3041441 / PN 007 | Master Trust | $570.0M | 100.0% |