# Volvo Sales And Service 401(k) Plan
Source: https://planprovider.pro/companies/volvo-sales-and-service-401k-plan

> Volvo Sales And Service's 401(k) plan: 376 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Volvo Sales And Service

- **Sponsor EIN:** 362595957

- **Sponsor Address:** 4325 LINCOLN AVE., LISLE, IL, 60532

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

- **Total Participants:** 376

- **Total Assets:** $38.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|376|$38.4M|$583,278|$1.7M|

| 2023|357|$34.6M|$545,623|$1.5M|

| 2022|321|$31.5M|$468,815|$1.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$110,012|—|$110,012|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,733|—|$7,733|

| BOYER & RITTER LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,745

- **Estimated Expense Ratio:** 0.307% 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|$117,745|$7,733|—|—|—|

| 2023|$101,999|$5,528|—|—|—|

| 2022|$98,521|—|$98,521|—|—|

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