Original filing (PDF)20251014133247NAL0001426147001

PPL SERVICES CORPORATION

Name: PPL SERVICES CORPORATION — PPL RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PPL SERVICES CORPORATION

Form 5500

FILING_RECEIVED

PPL RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

26% in single holding

Active participants

1,787

Accounts w/ balance

2,122

Plan assets (EOY)

$274.1M

Net assets (EOY)

$274.1M

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)

/ 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

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 (3 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

060

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$80K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
K&L GATES	25-0921018	—	ATTORNEY/LEGAL	$5K	—

Investments

26 direct securities · 1 pooled fund· $539.8M(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.

Master Trust

$269.9M

1 holding

Uncategorized

$269.9M

26 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
PPL DEFINED CONTRIBUTION MASTER TRU PPL SERVICES CORPORATION · EIN 23-3041441 / PN 008	Master Trust	—	—	$269.9M	98.5%
The Fidelity Growth Collective Pool	—	—	—	$71.5M	26.1%
Northern Trust S&P 500 Index Fund	—	—	—	$39.1M	14.3%
BlackRock LP Index Retire	—	—	—	$16.8M	6.1%
BlackRock LP Index 2045	—	—	—	$16.1M	5.9%
BlackRock LP Index 2035	—	—	—	$15.4M	5.6%
Blended Interest Rate Fund	—	—	—	$15.3M	5.6%
BlackRock LP Index 2030	—	—	—	$15.2M	5.6%
BlackRock LP Index 2040	—	—	—	$13.8M	5.0%
BlackRock LP Index 2050	—	—	—	$13.3M	4.9%
BlackRock LP Index 2055	—	—	—	$11.3M	4.1%
Dodge & Cox Stock Fund	—	—	—	$6.7M	2.5%
BrokerageLink, Self-Directed Brokerage Accounts	—	—	—	$6.4M	2.3%
BlackRock LP Index 2060	—	—	—	$5.0M	1.8%
Northern Trust Extended Equity Market Index Fund	—	—	—	$4.0M	1.5%
Mawer International Equity	—	—	—	$3.7M	1.4%
Prudential Core Plus Bond Fund	—	—	—	$3.5M	1.3%
BTC R2500 ALPH TLT T	—	—	—	$3.1M	1.1%
PIMCO Income Inst	—	—	—	$3.0M	1.1%
Northern Trust ACWI Ex US - Non Lending	—	—	—	$2.4M	0.9%
BlackRock LP Index 2065	—	—	—	$2.1M	0.8%
Northern Trust Aggregate Bond Index - Non Lending	—	—	—	$1.7M	0.6%
PIMCO All Asset Inst	—	—	—	$174K	<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%