Original filing (PDF)20241011152930NAL0023116193001

VITESCO TECHNOLOGIES USA, LLC

Name: VITESCO TECHNOLOGIES USA, LLC — VITESCO TECHNOLOGIES USA, LLC PENSION PLAN, Form 5500 (2023)
Creator: VITESCO TECHNOLOGIES USA, LLC

Form 5500

FILING_RECEIVED

VITESCO TECHNOLOGIES USA, LLC PENSION PLAN

Defined-benefit pension plan

Signals · 2

~89 bps in Sched C feesNo recordkeeper disclosed

Active participants

127

Accounts w/ balance

—

Plan assets (EOY)

$33.3M

Net assets (EOY)

$33.2M

How this plan invests

This plan

1 collective trust

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)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

89 bps in Schedule C fees — 208% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITESCO TECHNOLOGIES USA, LLC.

Plan sponsor

Name

VITESCO TECHNOLOGIES USA, LLC

EIN

83-1870421

Address

2400 EXECUTIVE HILLS BLVD · AUBURN HILLS, MI · 48326

Phone

(248) 743-5003

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

201

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

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

GREERWALKER, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER	—	WASHINGTON, DC	NONE	$156K	—
STATE STREET BANK & TRUST COMPANY	04-1867445	—	NONE	$65K	—
CLEARVIEW GROUP	—	ATLANTA, GA	NONE	$38K	—
GREERWALKER LLP	—	CHARLOTTE, NC	NONE	$32K	—
KEYBANK NATIONAL ASSOCIATION	34-1974252	—	NONE	$5K	—

Investments

1 pooled fund· $32.9M(99% 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.