Plan Snapshot
- Plan Sponsor: Daimler Truck North America
- Sponsor EIN: 930790608
- Sponsor Address: 4747 NORTH CHANNEL AVENUE, PORTLAND, OR, 972177613
- Plan Type: DB
- Total Participants: 1,679
- Total Assets: $504.5M
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 | 1,679 | $504.5M | $0 | $0 |
| 2023 | 1,558 | $459.5M | $0 | $0 |
| 2022 | 1,665 | $439.0M | $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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $58,978 | — | $58,978 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,978
- Estimated Expense Ratio: 0.012% 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 | $1,500,562 | $6,831 | — | $58,978 | — |
| 2023 | $1,115,507 | — | — | $51,126 | — |
| 2022 | $689,213 | — | — | — | $359,028 |