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Original filing (PDF)20251014184538NAL0003589441001
VINFAST AUTO LLC
Form 5500
FILING_RECEIVED
VINFAST AUTO LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
~98 bps in Sched C fees
Active participants
258
Accounts w/ balance
392
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 98 bps in Schedule C fees — 88% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VINFAST AUTO LLC.
Plan sponsor
Name
VINFAST AUTO LLC
EIN
85-1071072
Address
333 W SAN CARLOS SUITE 600 · SAN JOSE, CA · 95110
Phone
(949) 230-3091
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | — | ST. LOUIS, MO | ADVISOR | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION | 26-4477125 | ALTAMONTE SPRINGS, FL | CONTRACT ADMINISTRATOR | $11K | — |
Investments
22 direct securities· $4.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund I Class Mutual Fund - | — | — | — | $634K | 13.8% | |
| T. Rowe Price Retirement 2050 Fund I Class Mutual Fund - | — | — | — | $563K | 12.2% | |
| T. Rowe Price Retirement 2055 Fund I Class Mutual Fund - | — | — | — | $484K | 10.5% | |
| T. Rowe Price Retirement 2045 Fund I Class Mutual Fund - | — | — | — | $475K | 10.3% | |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund - | — | — | — | $443K | 9.6% | |
| T. Rowe Price Retirement 2035 Fund I Class Mutual Fund - | — | — | — | $414K | 9.0% | |
| T. Rowe Price Retirement 2060 Fund I Class Mutual Fund - | — | — | — | $373K | 8.1% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund - | — | — | — | $229K | 5.0% | |
| T. Rowe Price Retirement 2030 Fund I Class Mutual Fund - | — | — | — | $227K | 4.9% | |
| T. Rowe Price Retirement Balanced Fund Class I Mutual Fund - 89 T. Rowe Price Retirement 2010 Fund I Class Mutual Fund - 41 T. Rowe Price Retirement 2005 Fund I Class Mutual Fund - 41 T. Rowe Price Retirement 2065 Fund I Class Mutual Fund - | — | — | — | $171K | 3.7% | |
| Vanguard Small- Cap Index Fund Admiral Shares Mutual Fund - | — | — | — | $132K | 2.9% | |
| Vanguard Mid - Cap Index Fund Admiral Shares Mutual Fund - | — | — | — | $92K | 2.0% | |
| T. Rowe Price Retirement 2025 Fund I Class Mutual Fund - | — | — | — | $66K | 1.4% | |
| The Hartford International Opportunities Fund Class R6 Mutual Fund - | — | — | — | $62K | 1.3% | |
| Vanguard FTSE All- World ex-US Index Fund Admiral Shares Mutual Fund - | — | — | — | $47K | 1.0% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund - | — | — | — | $43K | 0.9% | |
| Macquarie Small Cap Core Fund Class R 6 Mutual Fund - 361 JPMorgan Equity Income Fund Class R 6 Mutual Fund - | — | — | — | $31K | 0.7% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund - | — | — | — | $26K | 0.6% | |
| T. Rowe Price Retirement 2015 Fund I Class Mutual Fund - 541 Dodge & Cox Income Fund Class I Mutual Fund - | — | — | — | $15K | 0.3% | |
| Federated Hermes U.S Treasury Cash Reserve Fund Money Market Fund - | — | — | — | $13K | 0.3% | |
| T. Rowe Price Retirement 2020 Fund I Class Mutual Fund - | — | — | — | $6K | 0.1% | |
| PIMCO Income Fund Institutional Class Mutual Fund - | — | — | — | $6K | 0.1% |
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