# Volvo Group North America, LLC 401(k) Plan
Source: https://planprovider.pro/companies/volvo-group-north-america-llc-582431188-010

> Volvo Group North America, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Volvo Group North America, LLC

- **Sponsor EIN:** 582431188

- **Sponsor Address:** 8003 PIEDMONT TRIAD PARKWAY, GREENSBORO, NC, 274099416

- **Plan Type:** 401(k)

- **Plan Number:** 010

- **Total Participants:** 0

- **Total Assets:** $1.1B

## 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|0|$1.1B|$0|$0|

| 2023|0|$1.1B|$0|$0|

| 2022|0|$1.6B|$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|Investment Advisor|$1,880,834|—|$1,880,834|

| JP MORGAN CHASE BANK|Recordkeeper|$381,590|—|$381,590|

| JPMORGAN INVESTMENT MANAGEMENT INC|Recordkeeper|$265,836|—|$265,836|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERCER](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [JP MORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [JPMORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,528,260

- **Estimated Expense Ratio:** 0.240% 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|$2,528,261|$2,146,671|—|—|—|

| 2023|$2,893,540|$2,526,912|—|—|—|

| 2022|$8,218,800|$4,202,344|$1,232,873|—|$1,008,095|

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