2023 Form 5500 filing — Volvo Group North America, LLC Target Retirement Fund Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830144603NAL0007202611002) for Volvo Group North America, LLC Target Retirement Fund Trust, reported by Volvo Group North America, LLC under EIN 58-2431188 and plan number 015. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830144603NAL0007202611002
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Volvo Group North America, LLC
- EIN
- 58-2431188
- Plan number
- 015
- Location
- Greensboro, NC
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $782,324,689
- Net assets (EOY)
- $782,324,689
- Total income / additions
- $103,169,323
- Administrative expenses
- $15,710
- Total expenses
- $15,710
- Net increase / (decrease)
- $103,153,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Financial Services | SECURITIES BROKER | $0 | $191,921 |
| Transamerica Retirement Solutions | RECORDKEEPER | $0 | $0 |