Gregory Houfley signed Penske Motor Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penske Motor Group, LLC's EIN is 45-4060873.
Download the official 2024 Form 5500 (PDF) for Penske Motor Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penske Motor Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $212K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ALLSPRING ENH STK MKT CIT N SEI TRUST COMPANY · EIN 56-6288528 / PN 001 | Common Collective Trust | — | — | $35.0M | 21.3% | |
| Principal Life Insurance Company Fully benefit-responsive investment contract - Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $22.5M | 13.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $20.8M | 12.7% | |
| Vanguard Strategic Equity Fund | Mutual Funds | — | — | $15.8M | 9.6% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $7.2M | 4.4% | |
| SSGA TARGET RET 2030 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 401 | Common Collective Trust | — | — | $7.1M | 4.3% | |
| Principal Trust Company American Funds EuroPacific Growth | Mutual Funds | — | — | $5.8M | 3.5% | |
| SSGA TARGET RET 2025 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 400 | Common Collective Trust | — | — | $5.6M | 3.4% | |
| SSGA TARGET RET 2035 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 402 | Common Collective Trust | — | — | $5.5M | 3.4% | |
| SSGA TARGET RET 2055 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 406 | Common Collective Trust | — | — | $5.2M | 3.2% | |
| SSGA TARGET RET 2040 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 403 | Common Collective Trust | — | — | $4.2M | 2.5% | |
| SSGA TARGET RET 2050 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 405 | Common Collective Trust | — | — | $4.1M | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.4M | 2.1% | |
| SSGA TARGET RET 2045 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 404 | Common Collective Trust | — | — | $3.3M | 2.0% | |
| SSGA TARGET RET 2060 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 421 | Common Collective Trust | — | — | $3.0M | 1.8% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.8% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 percent to 10.25 percent - | Other securities | — | — | $2.9M | 1.7% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.6% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $1.9M | 1.1% | |
| SSGA TARGET RET 2065 NL K FUND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 047 | Common Collective Trust | — | — | $1.8M | 1.1% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| SSGA TARGET RET 2020 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 399 | Common Collective Trust | — | — | $1.1M | 0.7% | |
| Invesco Oppenheimer Developing Mkts R6 | Mutual Funds | — | — | $798K | 0.5% | |
| SSGA TARGET RET INCOME NL K FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 407 | Common Collective Trust | — | — | $337K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $40K | <0.1% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
