Volvo Group North America, LLC Target Retirement Fund Trust — Form 5500 plan (Volvo Group North America, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Volvo Group North America, LLC Target Retirement Fund Trust is a benefit plan reported by Volvo Group North America, LLC under EIN 58-2431188 and plan number 015. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $782,324,689 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volvo Group North America, LLC
EIN
58-2431188
Plan number
015
Plan type
4
Location
Greensboro, NC
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$782,324,689

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240830144603NAL0007202611002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$782,324,689
Net assets (EOY)
$782,324,689
Net assets (BOY)
$612,409,864

Income & contributions

Total income / additions
$103,169,323

Expenses & distributions

Administrative expenses
$15,710
Total expenses
$15,710
Net increase / (decrease)
$103,153,613

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Financial ServicesSECURITIES BROKER$0$191,9212023
Transamerica Retirement SolutionsRECORDKEEPER$0$02023

Related Form 5500 pages