Back to filter
Original filing (PDF)20250922064432NAL0005294800001
MERCEDES-BENZ USA, LLC
Form 5500
FILING_RECEIVED
MERCEDES-BENZ USA, LLC PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
640
Accounts w/ balance
—
Plan assets (EOY)
$399.3M
Net assets (EOY)
$399.3M
How this plan invests
This plan
10 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 148% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERCEDES-BENZ USA, LLC.
Plan sponsor
Name
MERCEDES-BENZ USA, LLC
EIN
22-2375138
Address
1 MERCEDES BENZ DR · SANDY SPRINGS, GA · 303284312
Phone
(770) 705-2134
Industry
Wholesale Tradesee all
Plan administrator
Name
MERCEDES-BENZ USA, LLC FIDUCIARY BENEFIT COMMITTEE
EIN
84-3293910
City
SANDY SPRINGS, GA
Phone
(770) 705-3200
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WARREN AVERETT CPAS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | TRUSTEE | $67K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $528K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $131K | — |
| KILPATRICK TOWNSEND & STOCKTON LLP | 58-0511774 | — | NONE | $127K | — |
| THE BENEFIT PRACTICE | 13-4144565 | — | NONE | $121K | — |
| WARREN, AVERETT, CPA'S & ADVISORS | 45-4084439 | — | NONE | $16K | — |
Investments
6 direct securities · 10 pooled funds· $395.7M(99% 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.
Common Collective Trust
$367.8M
10 holdings
Uncategorized
$27.9M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER ACT LONG CORPORATE FIXED INC MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $91.8M | $93.5M | 23.4% | |
| MERCER US LG CAP CORE PASSIVE EQUIT MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $71.4M | $92.8M | 23.3% | |
| MERCER LONG STRIPS FIXED INCOME MERCER TRUST COMPANY LLC · EIN 80-6243236 / PN 019 | Common Collective Trust | — | $66.1M | $54.8M | 13.7% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $36.0M | $40.5M | 10.2% | |
| MERCER CORE REAL ESTATE PORTFOLIO MERCER TRUST COMPANY LLC · EIN 87-1321612 / PN 022 | Common Collective Trust | — | $25.0M | $25.0M | 6.3% | |
| MERCER EMERGING MARKETS EQUITY MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $17.1M | $17.7M | 4.4% | |
| MERCER US SMALL/MID CAP EQUITY MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $12.7M | $15.5M | 3.9% | |
| MERCER ULTRA LONG DURATION MERCER TRUST COMPANY LLC · EIN 83-2461327 / PN 047 | Common Collective Trust | — | $17.0M | $14.3M | 3.6% | |
| d. Selling $ - Price | — | — | — | $7.4M | 1.9% | |
| Mercer Collective Trust Mutual Fund | — | — | $5.8M | $6.9M | 1.7% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | — | — | $6.9M | 1.7% | |
| RITC ESTATE EQUITY FUND RUSSEL TRUST COMPANY · EIN 91-1117282 / PN 008 | Common Collective Trust | — | — | $6.8M | 1.7% | |
| State Street Invt Treasury Money Market Fund* | — | — | $5.9M | $5.9M | 1.5% | |
| i. Net Gain $ 9,507,848 4,741 | — | — | $7.4M | $2.7M | 0.7% | |
| g. Cost of $ - Price | — | — | — | $2.7M | 0.7% | |
| Asset on h. Current ValueTransaction Date$ - Asset | — | — | — | $2.3M | 0.6% |