Retirement plan

FCA US LLC SALARIED EMPLOYEES' SAVINGS PLAN

FCA US LLCEIN 27-0187394Plan #003PY 2023
1000 CHRYSLER DRIVE, CIMS 485-08-64 - AUBURN HILLS, MI 483262766248-512-2514fcausllc.comLinkedIn10001+ employeesmanagement consulting
Prospect flagsHigh assets / participant

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(248) 512-2514

Summary metrics

Total assets (EOY)
$4820.4M
+5.5% from 2016
Total participants
21,211
+26.4% from 2016
Average account balance
$265,750
+6.1% from 2016
Annual return
16.67%
+11.47 pp from 2016

Benchmarks

Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort93 peers
Snapshot2023
Participant deferral / active EE
$11,540
median $8,533
Employer contribution / active EE
$6,931
median $5,334
Participation rate
80.4%
median 96.6%
Avg account balance
$265,750
median $147,686
Admin fee / account holder
$1
median $62
Annual return
16.67%
median 18.49%
Overall peer rank
61st percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$5.09B
Average account balance
Total assets / participants with a balance (line 6g)
$307K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
16,585
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
78.7%
Contributions (total)
Employer and participant dollars contributed each year
$276.44M
Contributions per participant
Average employer and participant contribution per enrolled participant
$20K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.30%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$9
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Top hat statement on fileNQDC

Filed January 31, 2024 (most recent of 2 filings on file)

Plans declared (4)

  • Plan name not on file1 emp
  • Plan name not on file160 emp
  • Plan name not on file293 emp
  • Plan name not on file12 emp

Total covered: 466 employees

Plan features & details

Pension benefit codes2G2R2S2T3H
Plan features
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • InformationalHigh assets / participant

    Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II
Admin total
$18K
$1 / participant
  • Other trustee fees$18K100.0%
% of EOY assets
0.000%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
BAKER TILLY US, LLP
Auditor EIN
301413443
Audit fees
(not subdivided)
Opinion code
Unqualified