LG&E and Ku Energy 401(k) match, vesting and fees
What LG&E and Ku Energy's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 87 defined-contribution plans in utilities with 1,000 to 4,999 participants.
| LG&E and Ku Energy: employer contribution per participant | $6,341 | |
| Peer median | $5,188 |
| LG&E and Ku Energy: average balance | $287,734 | |
| Peer median | $183,243 |
| LG&E and Ku Energy: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.09% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $919M at the end of plan year 2023 to $1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,571 | $1B | $22.4M | $6,341 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 3,695 | $919M | $21M | $5,726 | 0.01% | Not published | Form 5500 ↗ |
Other LG&E and Ku Energy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lg&E and Ku Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does LG&E and Ku Energy match 401(k) contributions?
The match terms for the Lg&E and Ku Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $22.4M in employer contributions, about $6,341 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the LG&E and Ku Energy 401(k) match vested?
The vesting schedule for the Lg&E and Ku Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the LG&E and Ku Energy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Employee Benefit Plan Board of Ppl Corporation.
I left LG&E and Ku Energy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Employee Benefit Plan Board of Ppl Corporation, (610) 774-5151) or the recordkeeper, Fidelity Investments Institutional. The LG&E and Ku Energy old 401(k) page lists the contacts from every plan filing. Find an old LG&E and Ku Energy 401(k)
Data from the public Form 5500 annual reports LG&E and Ku Energy filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with LG&E and Ku Energy. Not financial advice. Report a correction · Methodology