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: 506
- Total Participants: 12,900
- Total Assets: $0
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 | 12,900 | $0 | $0 | $0 |
| 2023 | 12,343 | $0 | $0 | $0 |
| 2022 | 11,959 | $0 | $0 | $0 |
| 2019 | 0 | $0 | $0 | $0 |
| 2018 | 11,277 | $0 | $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 |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF VIRGINIA INC | Investment Advisor | $11,530,551 | $238,994 | $11,769,545 |
| PREMISE HEALTH SYSTEMS, LLC | Other Service Provider | $6,420,787 | — | $6,420,787 |
| EMPLOYEE PHARMACY LLC | Recordkeeper | $5,909,780 | — | $5,909,780 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $5,357,334 | — | $5,357,334 |
| THE STAYWELL COMPANY, LLC | Other Service Provider | $1,536,861 | — | $1,536,861 |
| ALIGHT REED GROUP MGMT LLC | Recordkeeper | $941,589 | — | $941,589 |
| KEYSTONE HEALTH PLAN CENTRAL | Other Service Provider | $326,688 | — | $326,688 |
| HEALTH ADVOCATE SOLUTIONS, INC | Other Service Provider | $311,820 | — | $311,820 |
| CAPITAL ADVANTAGE ASSURANCE CO | Other Service Provider | $8,140 | — | $8,140 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM HEALTH PLANS OF VIRGINIA INC — Investment Advisor
- EMPLOYEE PHARMACY LLC — Recordkeeper
- ALIGHT REED GROUP MGMT LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,582,544
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2019 | — | — | — | — | — |
| 2018 | — | — | — | — | — |