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Original filing (PDF)20250812072749NAL0009562768001
MERCEDES-BENZ USA, LLC
Form 5500
FILING_RECEIVED
MERCEDES-BENZ USA, LLC EMPLOYEES' RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
36% in single holding6 service providers
Active participants
3,490
Accounts w/ balance
5,052
Plan assets (EOY)
$984.3M
Net assets (EOY)
$984.3M
How this plan invests
This plan
26 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
82
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "State Street S&P 500 Index" is 36% of plan.
- 9 bps in Schedule C fees — modestly above peer band of 6 bps.
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
ONE MERCEDES-BENZ DRIVE · SANDY SPRINGS, GA · 30328
Phone
(770) 705-2134
Industry
Wholesale Tradesee all
Plan administrator
Name
MERCEDES-BENZ USA, LLC FIDUCIARY BENEFITS COMMITTEE
EIN
84-3293910
City
SANDY SPRINGS, GA
Phone
(770) 705-2134
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT CPAS AND ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPING | $350K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 30-0282430 | — | CONSULTANT | $271K | — |
| VOYA M | 02-0488491 | — | INVEST ADVISOR | $91K | — |
| MORNINGSTAR | 36-4317381 | — | INVEST ADVISOR | $71K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT | 45-4084437 | — | AUDITOR | $16K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILPATRICK TOWNSEND | 56-0511774 | — | ATTORNEY | $50K | — |
Investments
1 direct security · 26 pooled funds· $961.7M(98% 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
$954.5M
26 holdings
Uncategorized
$7.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX SECURITI STATE STREET FUNDS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $350.9M | 35.7% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 84-2460155 / PN 001 | Common Collective Trust | — | — | $64.8M | 6.6% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 84-2447445 / PN 001 | Common Collective Trust | — | — | $56.5M | 5.7% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 84-2477816 / PN 001 | Common Collective Trust | — | — | $56.1M | 5.7% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 84-2433553 / PN 001 | Common Collective Trust | — | — | $55.6M | 5.7% | |
| VANGUARD TREASURY MONEY MARKET FUND VANGUARD FUNDS · EIN 23-6607979 / PN 001 | Common Collective Trust | — | — | $50.2M | 5.1% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 84-2420474 / PN 001 | Common Collective Trust | — | — | $38.9M | 4.0% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 84-2492102 / PN 001 | Common Collective Trust | — | — | $38.8M | 3.9% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 84-2402523 / PN 001 | Common Collective Trust | — | — | $32.9M | 3.3% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 84-2373652 / PN 001 | Common Collective Trust | — | — | $20.8M | 2.1% | |
| PRUDENTIAL CORE PLUS BOND FUND PGIM INVESTMENTS · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $19.1M | 1.9% | |
| MANULIFE AM - US CORE PLUS FIXED IN MANULIFE FUNDS · EIN 38-7140710 / PN 387 | Common Collective Trust | — | — | $19.1M | 1.9% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $18.6M | 1.9% | |
| VICTORY (INTEGRITY) SMID VALUE VICTORY FUNDS · EIN 80-6249702 / PN 008 | Common Collective Trust | — | — | $16.6M | 1.7% | |
| RIVERBRIDGE - SMID CAP GROWTH SEI DWIGHT FUNDS · EIN 83-4458389 / PN 001 | Common Collective Trust | — | — | $14.2M | 1.4% | |
| STATE STREET U.S. BOND INDEX SL SER STATE STREET FUNDS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $13.9M | 1.4% | |
| STATE STREET RUSSELL SMALL MID CAP STATE STREET FUNDS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $12.6M | 1.3% | |
| STATE STREET GLOBAL ALL CAP EQ EX-U STATE STREET FUNDS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $11.0M | 1.1% | |
| LSV - INTERNATIONAL LARGE CAP VALUE LSV FUNDS · EIN 90-6169542 / PN 015 | Common Collective Trust | — | — | $10.8M | 1.1% | |
| WESTFIELD CM - SMALL/MID CAP GROWTH COMERICA FUNDS · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $9.5M | 1.0% | |
| RBC EMERGING MARKETS EQUITY FOCUS WILMINGTON TRUST FUNDS · EIN 38-4126291 / PN 711 | Common Collective Trust | — | — | $9.4M | 1.0% | |
| MFS INTERNATIONAL CORE EQUITY MFS FUNDS · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $9.1M | 0.9% | |
| STATE STREET REAL ASSET NON-LENDING STATE STREET FUNDS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $8.7M | 0.9% | |
| Participant loans (outstanding; maturing at rates ranging from 4.25% to 9.50%) | — | — | — | $7.2M | 0.7% | |
| WESTWOOD - SMALL/MID CAP VALUE SEI DWIGHT FUNDS · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.7% | |
| AMERICAN CENTURY - NON-U.S. CONCENT AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 021 | Common Collective Trust | — | — | $5.6M | 0.6% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND JP MORGAN FUNDS · EIN 92-0325611 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.4% |