Plan Snapshot
- Plan Sponsor: Volvo Construction Equipment North America, LLC.
- Sponsor EIN: 382496821
- Sponsor Address: 312 VOLVO WAY, SHIPPENSBURG, PA, 17257
- Plan Type: DB
- Total Participants: 458
- Total Assets: $100.9M
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 | 458 | $100.9M | $0 | $0 |
| 2023 | 492 | $109.4M | $0 | $0 |
| 2022 | 522 | $106.4M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $23,625 | — | $23,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,625
- Estimated Expense Ratio: 0.023% 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 | $335,189 | — | — | $23,625 | — |
| 2023 | $539,822 | — | $123,046 | $23,100 | — |
| 2022 | $498,359 | — | — | — | $340,487 |