# Volvo Construction Equipment North America, LLC. DB Plan
Source: https://planprovider.pro/companies/volvo-construction-equipment-north-america-llc-plan-003

> Volvo Construction Equipment North America, LLC.'s DB plan: 458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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