Plan Snapshot
- Plan Sponsor: Daimler Truck North America LLC
- Sponsor EIN: 930790608
- Sponsor Address: 4747 NORTH CHANNEL AVENUE, PORTLAND, OR, 97217
- Plan Type: 401(k)
- Plan Number: 009
- Total Participants: 0
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.6B | $0 | $0 |
| 2023 | 0 | $1.6B | $0 | $0 |
| 2022 | 0 | $1.6B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NISA | Other Service Provider | $688,501 | — | $688,501 |
| STW/SCHRODERS | Other Service Provider | $561,666 | — | $561,666 |
| BANK OF NEW YORK | Other Service Provider | $315,007 | — | $315,007 |
| RV KUHNS | Other Service Provider | $233,722 | — | $233,722 |
| LSV ASSET MANAGEMENT | Other Service Provider | $225,996 | — | $225,996 |
| UBS | Other Service Provider | $219,273 | — | $219,273 |
| WILLIAM BLAIR | Other Service Provider | $200,983 | — | $200,983 |
| DODGE & COX | Other Service Provider | $185,142 | — | $185,142 |
| JENNISON ASSOCIATES | Other Service Provider | $151,279 | — | $151,279 |
| WESTWOOD MANAGEMENT GROUP | Other Service Provider | $109,973 | — | $109,973 |
| ARTISAN PARTNERS | Other Service Provider | $103,289 | — | $103,289 |
| HARBOURVEST | Other Service Provider | $22,347 | — | $22,347 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,017,178
- Estimated Expense Ratio: 0.186% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,017,178 | $2,702,171 | — | — | — |
| 2023 | $3,914,109 | $3,548,739 | — | — | — |
| 2022 | $4,689,977 | $4,689,977 | — | — | — |