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Original filing (PDF)20251007145524NAL0004754193001
VOLVO GROUP NORTH AMERICA LLC
Form 5500
FILING_RECEIVED
VOLVO GROUP NORTH AMERICA RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
3,322
Accounts w/ balance
—
Plan assets (EOY)
$314.2M
Net assets (EOY)
$314.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VOLVO GROUP RETIREMENT TRUST (no filing on disk)]" is 100% of plan.
- 16 bps in Schedule C fees — 64% 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 VOLVO GROUP NORTH AMERICA LLC.
Plan sponsor
Name
VOLVO GROUP NORTH AMERICA LLC
EIN
58-2431188
Address
7900 NATIONAL SERVICE ROAD · MAIL STOP CC/2-5 · GREENSBORO, NC · 274099416
Phone
(336) 541-1231
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
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TELUS HEALTH | 52-1883918 | — | NONE | $379K | — |
| MERCER US INC | 13-2834414 | — | NONE | $116K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $20K | — |
Investments
1 pooled fund· $314.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOLVO GROUP RETIREMENT TRUST JP MORGAN CHASE BANK · EIN 54-6527880 / PN 010 | Master Trust | — | — | $314.2M | 100.0% |