Original filing (PDF)20250214135751NAL0024250849001

PENSKE TRUCK LEASING CO., L.P.

Name: PENSKE TRUCK LEASING CO., L.P. — BLACK HORSE CARRIERS, INC. 401K RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PENSKE TRUCK LEASING CO., L.P.

Form 5500

FILING_RECEIVED

BLACK HORSE CARRIERS, INC. 401K RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

11 collective trusts

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENSKE TRUCK LEASING CO., L.P..

Plan sponsor

Name

PENSKE TRUCK LEASING CO., L.P.

EIN

36-4284078

Address

P O BOX 563 · READING, PA · 196030563

Phone

(630) 690-8900

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

020

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-03-04

Filed

2025-02-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER	13-2834414	—	INVESTMENT ADVISORY	$18K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$21K	—

Investments

11 pooled funds· $0

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.

Pooled Separate Account

10 holdings

Common Collective Trust

1 holding

			% of plan
PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	$0	—
PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	$0	—
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$0	—
PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076	Pooled Separate Account	$0	—
PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077	Pooled Separate Account	$0	—
PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078	Pooled Separate Account	$0	—
PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079	Pooled Separate Account	$0	—
PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080	Pooled Separate Account	$0	—
PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130	Pooled Separate Account	$0	—
REL TRST NYL ANC ACT SER I-50 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001	Common Collective Trust	$0	—
PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179	Pooled Separate Account	$0	—