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Original filing (PDF)20250925122412NAL0008504033001
MERCEDES-BENZ FINANCIAL SERVICES USA LLC
Form 5500
FILING_RECEIVED
MERCEDES-BENZ FINANCIAL SERVICES USA LLC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
487
Accounts w/ balance
665
Plan assets (EOY)
$84.6M
Net assets (EOY)
$84.6M
How this plan invests
This plan
24 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERCEDES-BENZ FINANCIAL SERVICES USA LLC.
Plan sponsor
Name
MERCEDES-BENZ FINANCIAL SERVICES USA LLC
EIN
20-8653034
Address
35555 W 12 MILE RD · FARMINGTON HILLS, MI · 48331
Phone
(248) 991-6334
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM, SMITH AND BROWN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $91K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT | 36-4001764 | — | INVESTMENT ADVISOR | $27K | — |
Investments
17 direct securities · 24 pooled funds· $79.9M(94% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$70.0M
17 holdings
Common Collective Trust
$10.0M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $19.9M | 23.5% | |
| Fidelity 2035 Index Fund | — | — | — | $11.0M | 13.0% | |
| Fidelity 2030 Index Fund | — | — | — | $9.9M | 11.7% | |
| Fidelity 2040 Index Fund | — | — | — | $9.7M | 11.4% | |
| Fidelity 2045 Index Fund | — | — | — | $5.4M | 6.4% | |
| Fidelity 2025 Index Fund | — | — | — | $5.3M | 6.3% | |
| GOLDMAN SACHS STABLE VALUE CIT INST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $5.2M | 6.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $3.4M | 4.0% | |
| BLACKROCK TOTAL RETURN CIT M BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 47-1236644 / PN 003 | Common Collective Trust | — | — | $2.3M | 2.7% | |
| Fidelity Income Index Fund | — | — | — | $2.1M | 2.5% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.5% | |
| Fidelity 2050 Index Fund | — | — | — | $1.3M | 1.6% | |
| Fidelity 2055 Index Fund | — | — | — | $668K | 0.8% | |
| Fidelity US Bond Index Fund | — | — | — | $567K | 0.7% | |
| HARBOR CAPITAL APPRECIATION CIT CL HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $352K | 0.4% | |
| Fidelity Total International Index Fund | — | — | — | $337K | 0.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $259K | 0.3% | |
| Fidelity 2070 Index Fund | — | — | — | $74K | <0.1% | |
| Fidelity 2065 Index Fund | — | — | — | $58K | <0.1% | |
| Fidelity 2020 Index Fund | — | — | — | $35K | <0.1% | |
| Fidelity 2060 Index Fund | — | — | — | $34K | <0.1% | |
| AMERICAN CENTURY SMALL CAP VALUE CI SEI DWIGHT FUNDS · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $25K | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL WILMINGTON TRUST FUNDS · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $24K | <0.1% | |
| PIMCO RAE US CIT FOUNDERS CL GREAT GRAY TRUST COMPANY · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| RUSSELL 1000 INDEX FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 016 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2060 TARGET DATE FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 078 | Common Collective Trust | — | — | $0 | <0.1% | |
| SHORT TERM INVESTMENT FUND RUSSELL INVESTENTS TRUST COMPANY · EIN 91-1117282 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIXED INCOME I FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| GLOBAL BALANCED FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2030 TARGET DATE FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 052 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| ALL INTERNATIONAL MARKETS FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 020 | Common Collective Trust | — | — | $0 | <0.1% | |
| REAL ASSETS FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2065 TARGET DATE FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 079 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2055 TARGET DATE FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 074 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2050 TARGET DATE FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 054 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2045 TARGET DATE FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 061 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2040 TARGET DATE FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 053 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2035 TARGET DATE FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 060 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2025 TARGET DATE FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 059 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREMENT FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 057 | Common Collective Trust | — | — | $0 | <0.1% |