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Original filing (PDF)20240830131534NAL0030001506001
VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC
Form 5500
FILING_RECEIVED
VOLVO INVESTMENT PLAN
401(k) retirement plan
Active participants
1,004
Accounts w/ balance
1,632
Plan assets (EOY)
$230.1M
Net assets (EOY)
$230.1M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC.
Plan sponsor
Name
VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC
EIN
38-2496821
Address
312 VOLVO WAY · SHIPPENSBURG, PA · 17257
Phone
(717) 530-6610
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-30
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $96K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURCIO WEBB | 36-4171366 | — | CONSULTANT | $11K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
3 pooled funds· $156.5M(68% 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.
Master Trust
$116.2M
1 holding
Common Collective Trust
$40.3M
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TARGET RETIREMENT FUND TRUST VOLVO GROUP NORTH AMERICA, LLC · EIN 58-2431188 / PN 015 | Master Trust | $116.2M | 50.5% |
| GALLIARD STABLE RETURN E SEI · EIN 52-2250951 / PN 001 | Common Collective Trust | $20.5M | 8.9% |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY · EIN 04-3022712 / PN 133 | Common Collective Trust | $19.8M | 8.6% |