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Original filing (PDF)20251120121330NAL0008243552001
VOLTA CHARGING INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST
401(k) retirement plan
Signals · 1
Late filing · 0.1 mo
Active participants
1
Accounts w/ balance
229
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.1 months past the 10.5-month grace window.
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOLTA CHARGING INDUSTRIES, LLC.
Plan sponsor
Name
VOLTA CHARGING INDUSTRIES, LLC
EIN
87-2637400
Address
155 DE HARO STREET · SAN FRANCISCO, CA · 94103
Phone
(888) 264-2208
Industry
Transportation & Warehousingsee 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
2025-11-20
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS | 04-2647786 | — | RECORDKEEPER | $61K | — |
Investments
33 direct securities· $14.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Mutual fund | — | — | — | $1.9M | 13.6% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual fund | — | — | — | $1.6M | 11.0% | |
| Fidelity Large Cap Growth Index Fund Mutual fund | — | — | — | $1.5M | 10.5% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual fund | — | — | — | $1.3M | 9.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual fund | — | — | — | $861K | 6.0% | |
| American Funds Washington Mutual Investors Fund Mutual fund | — | — | — | $819K | 5.7% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual fund | — | — | — | $796K | 5.6% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual fund | — | — | — | $714K | 5.0% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual fund | — | — | — | $532K | 3.7% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual fund | — | — | — | $440K | 3.1% | |
| BlackRock International Fund of BlackRock Series, Inc. Mutual fund | — | — | — | $397K | 2.8% | |
| Fidelity Balanced Fund Mutual fund | — | — | — | $365K | 2.6% | |
| Gabelli U.S. Treasury Money Market Fund Mutual fund | — | — | — | $362K | 2.5% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual fund | — | — | — | $330K | 2.3% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual fund | — | — | — | $313K | 2.2% | |
| American Funds EuroPacific Growth Fund Mutual fund | — | — | — | $305K | 2.1% | |
| Lord Abbett Developing Growth Fund Mutual fund | — | — | — | $276K | 1.9% | |
| Interest Identity of Issue/Borrower Investment Cost Value American Funds The Bond Fund of America Mutual fund | — | — | — | $223K | 1.6% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $185K | 1.3% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $182K | 1.3% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $161K | 1.1% | |
| Putnam Large Cap Value Fund Mutual fund | — | — | — | $135K | 0.9% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $116K | 0.8% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual fund | — | — | — | $107K | 0.7% | |
| Cohen & Steers Institutional Realty Shares Mutual fund | — | — | — | $79K | 0.6% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class Mutual fund | — | — | — | $68K | 0.5% | |
| American Century Small Cap Value Fund Mutual fund | — | — | — | $56K | 0.4% | |
| PGIM High Yield Fund Mutual fund ** 1 Principal MidCap Value Fund I Institutional Class Mutual fund | — | — | — | $48K | 0.3% | |
| Fidelity Emerging Markets Index Fund Mutual fund | — | — | — | $41K | 0.3% | |
| 4.25% - 9.50% - | — | — | — | $32K | 0.2% | |
| American Funds Inflation Linked Bond Fund Class Mutual fund | — | — | — | $13K | <0.1% | |
| American Funds New World Fund Mutual fund | — | — | — | $11K | <0.1% | |
| Janus Henderson Developed World Bond Fund Mutual fund | — | — | — | $5K | <0.1% |
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