AUMdb

Penske Cash Balance Benefit Plan

Sponsored by Penske Truck Leasing Co., L.P. · EIN 232518618 · Plan #014

Total assets
$668M
Net assets
$667M
Active participants
23,723
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Inv Inst Operations Co Llc Plan administrator, Direct payment from the plan $4,636,265
Willis Towers Watson Us Llc Actuarial, Consulting (pension), Direct payment from the plan $380,696
Deloitte & Touche Llp Accounting, Direct payment from the plan $37,277