Retirement plan

FCA US LLC PENSION PLAN

FCA US LLCEIN 27-0187394Plan #004PY 2024
1000 CHRYSLER DRIVE, CIMS 485-08-64 - AUBURBN HILLS, MI 483262766248-576-5741fcausllc.comLinkedIn10001+ employeesmanagement consulting
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(248) 576-5741

Summary metrics

Total assets (EOY)
$3731.5M
+5.8% from 2016
Total participants
11,869
+21.5% from 2016
Average account balance
$0
No prior year
Annual return
1.23%
-6.14 pp from 2016

Benchmarks

Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort81 peers
Snapshot2024
Participant deferral / active EE
$0
median $48
Employer contribution / active EE
$0
median $5,087
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
1.23%
median 4.71%
Overall peer rank
25th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$3.73B
Average account balance
Total assets / participants with a balance (line 6g)
$314K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
10,100
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$300.00M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$43K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.23%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 7 by compensation
ProviderService typeCompensation
Service code 15 · EIN 53-0181291
Recordkeeping
$662,392
MERCER8 years
Service code 11
ONE TOWNE SQUARE, SUITE 1100 · SOUTHFIELD, MI 48076
Actuarial
$151,972
Service code 21 · EIN 04-6748526
Bank Trustee
$92,830
FCA US LLC10+ years
Service code 14 · EIN 27-0187394
Plan Administrator
$65,904
Service code 29 · EIN 74-1201087
Legal
$33,004
Service code 10 · EIN 39-0859910
Accounting
$19,950
Service code 49 · EIN 41-1426973
Other Services
$8,998

Enrolled actuary

1 attachment
SB

JEFFREY SCHRADER, FSA, EA

MERCER
Enrollment #2307901
ONE TOWNE SQUARE, SUITE 1100
SOUTHFIELD, MI 48076
(248) 945-5594
Signed 2025-09-09

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 codes1B3H
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 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

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$10.3M
$5839 / participant
  • Recordkeeping$662K6.4%
  • Trustee / custodial$93K0.9%
  • Legal$33K0.3%
  • Other / not subdivided$10M92.4%
% of EOY assets
0.277%
all-in expense ratio
Categories reported
3 / 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
$19,950
Opinion code
Unqualified