Plan Snapshot
- Plan Sponsor: Mercedes-Benz Usa, LLC
- Sponsor EIN: 222375138
- Sponsor Address: 1 MERCEDES BENZ DR, SANDY SPRINGS, GA, 303284312
- Plan Type: DB
- Total Participants: 640
- Total Assets: $399.3M
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 | 640 | $399.3M | $32.0M | $0 |
| 2023 | 702 | $394.2M | $11.0M | $0 |
| 2022 | 784 | $380.0M | $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 |
|---|---|---|---|---|
| MERCER INVESTMENTS LLC | NONE | $528,021 | $317,023 | $845,044 |
| WILLIS TOWERS WATSON US LLC | NONE | $131,208 | — | $131,208 |
| KILPATRICK TOWNSEND & STOCKTON LLP | NONE | $127,432 | — | $127,432 |
| THE BENEFIT PRACTICE | NONE | $121,040 | — | $121,040 |
| STATE STREET BANK AND TRUST COMPANY | TRUSTEE | $66,551 | — | $66,551 |
| WARREN, AVERETT, CPA'S & ADVISORS | NONE | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,306,775
- Estimated Expense Ratio: 0.327% 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 | $3,161,872 | $528,021 | — | $15,500 | — |
| 2023 | $2,855,621 | $323,400 | — | $15,500 | — |
| 2022 | $4,041,117 | — | — | — | $712,003 |