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: 7,653
- Total Assets: $833.0M
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 | 7,653 | $833.0M | $35.0M | $0 |
| 2023 | 7,718 | $804.9M | $55.0M | $0 |
| 2022 | 6,962 | $715.1M | $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 | $66,160 | — | $66,160 |
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: $66,160
- Estimated Expense Ratio: 0.008% 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 | $3,843,344 | $11,532 | — | $66,160 | — |
| 2023 | $6,731,558 | — | — | $64,781 | — |
| 2022 | $6,221,750 | — | — | — | $676,931 |