Volvo Cars Employees' Savings Trust Plan
Sponsored by Volvo Car Usa Llc · EIN 474903750 · Plan #335
- Total assets
- $326M
- Net assets
- $326M
- Active participants
- 3,218
- With balances
- 3,904
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 |
|---|---|---|
| Strategic Advisers Llc CRD 104555 | deterministic · 100% | 2024 |
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisers, Inc. | Investment advisory (plan), Direct payment from the plan | $180,279 |
| Rocaton Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $176,688 |
| Fidelity Inv. Inst. Operations Co. | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $171,467 |