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Original filing (PDF)20251015185939NAL0002891635001
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,107
Accounts w/ balance
7,015
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
30 pooled trusts
Schedule D
28 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
- 8 bps in Schedule C fees — 66% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERCEDES-BENZ U.S. INTERNATIONAL, INC..
Plan sponsor
Name
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
EIN
36-3879353
Address
1 MERCEDES DRIVE · VANCE, AL · 35490
Phone
(205) 507-3359
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R.V. KUHNS & ASSOCIATES, INC. | 93-0910652 | — | INVEST ADVISOR | $109K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | CONTRACTUAL | $608K | — |
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONTRACTUAL | $302K | — |
| SSGA | 90-0337987 | — | CONTRACTUAL | $7K | — |
Investments
7 direct securities · 30 pooled funds· $1.2B(100% 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
$966.7M
30 holdings
Uncategorized
$255.4M
6 holdings
Mutual Funds
$12.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPRECIATION CIT CLA HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $120.4M | 9.8% | |
| STATE STREET S&P 500 INDEX SL SERIE STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $116.0M | 9.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $106.1M | 8.6% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $96.7M | 7.8% | |
| Western Asset Institutional Mutual fund | — | — | — | $92.3M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $73.0M | 5.9% | |
| PANAGORA US LARGE CAP STOCK SELECTO PANAGORA FUNDS · EIN 46-4039536 / PN 001 | Common Collective Trust | — | — | $66.7M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $55.0M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $45.1M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $39.1M | 3.2% | |
| Self-Managed Account Charles Schwab Brokerage Account Self-managed brokerage accounts | — | — | — | $37.5M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $36.1M | 2.9% | |
| Western Asset Core Bond Mutual fund | — | — | — | $33.5M | 2.7% | |
| to 9.5%; various maturity dates | — | — | — | $32.9M | 2.7% | |
| STATE STREET RUSSELL SMALL MID CAP STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $32.9M | 2.7% | |
| Arrowstreet ACWI Ex US Common collective trust fund | — | — | — | $30.5M | 2.5% | |
| ARROWSTREET INTERNATIONAL EQUITY AC ARROWSTREET COLLECTIVE TRUST · EIN 32-6398738 / PN 001 | Common Collective Trust | — | — | $30.5M | 2.5% | |
| Dodge and Cox Stock Fund Mutual fund | — | — | — | $28.5M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $27.1M | 2.2% | |
| STATE STREET U.S. BOND INDEX SL SER STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $22.0M | 1.8% | |
| STATE STREET GLOBAL ALL CAP EQ EX-U STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $22.0M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $21.7M | 1.8% | |
| BLACKROCK RUSSELL 2500 ALPHA TILTS BLACKROCK · EIN 86-3745677 / PN 001 | Common Collective Trust | — | — | $18.3M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $14.2M | 1.2% | |
| MassMutual Short-Duration Bond Fund Mutual fund | Mutual Funds | — | — | $12.3M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $7.7M | 0.6% | |
| STATE STREET REAL ASSET NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $6.9M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $5.3M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.3% | |
| STATE STREET REAL ASSET NON-LENDING STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 374 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2500 ALPHA TILTS BLACKROCK FUNDS · EIN 86-3745677 / PN 863 | Common Collective Trust | — | — | $0 | <0.1% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR FUNDS · EIN 34-1572115 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET U.S. BOND INDEX STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 477 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SMALL MID CAP STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 019 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET GLOBAL ALL CAP EQ EX-U STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $0 | <0.1% | |
| ARROWSTREET INTERNATIONAL EQUITY AC ARROWSTREET COLLECTIVE TRUST · EIN 61-6553401 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET S&P 500 INDEX SL SERIE STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 309 | Common Collective Trust | — | — | $0 | <0.1% |