How big is Volta Charging Industries, LLC's plan?

Volta Charging Industries, LLC's plan reported $10.8M in assets and 237 participants for 2022.

Original filing (PDF)20240507131131NAL0059757058001

Volta Charging Industries, LLC

Name: Volta Charging Industries, LLC — Volta Charging, Form 5500 (2022)
Creator: Volta Charging Industries, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Volta Charging Industries, LLC Retirement Trust

401(k) retirement plan · Volta Charging Industries, LLC's Volta Charging Industries, LLC Retirement Trust held $10.8M in plan assets for 237 participants in 2022, with Fidelity as recordkeeper.

Signals · 2

Late filing · 5.7 moCorrective distributions issued

Active participants

237

Accounts w/ balance

298

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Jonathan Michaels signed Volta Charging Industries, LLC's 2022 Form 5500 as plan administrator.

Jonathan Michaels — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Volta Charging Industries, LLC's EIN is 27-1839056.

EIN 27-1839056

Plan number 001

Plan year 2022

ACK ID 20240507131131NAL0059757058001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Volta Charging Industries, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Volta Charging Industries, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VOLTA CHARGING INDUSTRIES, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 5.7 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

VOLTA CHARGING INDUSTRIES, LLC

EIN

all filings

Address

155 DE HARO STREET · SAN FRANCISCO, CA · 94103

Phone

(888) 264-2208

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-03-01

Tax period

2022-12-31

Filed

2024-05-07

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Investments

34 direct securities· $10.8M(100% of reported assets)

Mutual Funds

$7.2M

19 holdings

Common Collective Trusts

$2.3M

7 holdings

Other securities

$535K

5 holdings

Common Stocks

$522K

1 holding

Bonds / Notes

$121K

1 holding

Cash / Money Market

$85K

1 holding

					% of plan
Fidelity Total Market Index Fund Mutual fund	Common Collective Trusts	—	—	$1.1M	10.4%
Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$1.1M	10.2%
Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$1.1M	9.7%
Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$763K	7.0%
Fidelity Large Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$717K	6.6%
Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$698K	6.4%
American Funds Washington Mutual Investors Fund Mutual fund	Mutual Funds	—	—	$661K	6.1%
Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$565K	5.2%
Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$553K	5.1%
BlackRock International Fund of BlackRock Series, Inc. Mutual fund	Common Stocks	—	—	$522K	4.8%
Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$268K	2.5%
Lord Abbett Developing Growth Fund Mutual fund	Mutual Funds	—	—	$255K	2.4%
American Funds EuroPacific Growth Fund Mutual fund	Mutual Funds	—	—	$243K	2.2%
Fidelity Balanced Fund Mutual fund	Mutual Funds	—	—	$242K	2.2%
Interest Identity of Issue/Borrower Investment Cost Value American Funds The Bond Fund of America Mutual fund ** $	Mutual Funds	—	—	$236K	2.2%
BlackRock Mid-Cap Growth Equity Portfolio Mutual fund	Other securities	—	—	$236K	2.2%
Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$234K	2.2%
Fidelity Freedom Index Income Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$164K	1.5%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$152K	1.4%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$136K	1.3%
American Century Small Cap Value Fund Mutual fund	Other securities	—	—	$135K	1.2%
4.25% - 8.50% -	Bonds / Notes	—	—	$121K	1.1%
Principal MidCap Value Fund I Institutional Class Mutual fund	Other securities	—	—	$113K	1.0%
Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual fund	Mutual Funds	—	—	$100K	0.9%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$94K	0.9%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$87K	0.8%
Gabelli U.S. Treasury Money Market Fund Mutual fund	Cash / Money Market	—	—	$85K	0.8%
Putnam Large Cap Value Fund Mutual fund	Mutual Funds	—	—	$77K	0.7%
Cohen & Steers Institutional Realty Shares Mutual fund	Other securities	—	—	$45K	0.4%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$15K	0.1%
American Funds New World Fund Mutual fund	Mutual Funds	—	—	$13K	0.1%
American Funds Inflation Linked Bond Fund Class Mutual fund	Mutual Funds	—	—	$7K	<0.1%
PGIM High Yield Fund Mutual fund	Other securities	—	—	$6K	<0.1%
Janus Henderson Developed World Bond Fund Mutual fund	Mutual Funds	—	—	$1K	<0.1%