Volvo Group North America Voluntary Investment Pretax Plan
Sponsored by Volvo Group North America, Llc · EIN 582431188 · Plan #008
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 6,120
- With balances
- 7,550
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $407,377 |
| Curcio Webb | Recordkeeping, Direct payment from the plan, Consulting fees | $60,207 |
| Empower Annuity Insurance Company | Recordkeeping fees | $42,011 |
| Qdro Consultants Company, Llc | Contract administrator, Direct payment from the plan, Other fees | $1,600 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |