PlanOptica
Retirement plan

FCA US LLC PENSION PLAN

FCA US LLCEIN 27-0187394Plan #004PY 2023
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1000 CHRYSLER DRIVE, CIMS 485-08-64 - AUBURBN HILLS, MI 483262766248-576-5741fcausllc.comLinkedIn10001+ employeesmanagement consulting
Other plans on this EIN
6 filings
#005Retirement-$11.16B assets#003Retirement-$4.82B assets#032Retirement-$4.69B assets#007Retirement-$659.7M assets#038Retirement--#043Retirement--
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

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

Summary metrics

Total assets (EOY)
$4085.1M
+5.8% from 2016
Total participants
12,001
+21.5% from 2016
Average account balance
$0
No prior year
Annual return
7.84%
-6.14 pp from 2016

Benchmarks

See 90 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort90 peers
Snapshot2023
Participant deferral / active EE
$0
median $65
Employer contribution / active EE
$0
median $3,929
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $13,363
Admin fee / account holder
$0
median $125
Annual return
7.84%
median 8.91%
Overall peer rank
38th 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 6 by compensation
ProviderService typeCompensation
TOWERS WATSON DELAWARE INC.7 years
Service code 15 · EIN 53-0181291
Recordkeeping
$583,187
MERCER7 years
Service code 11
ONE TOWNE SQUARE, SUITE 1100 · SOUTHFIELD, MI 48076
Actuarial
$139,234
STATE STREET RETIREE SERVICES8 years
Service code 21 · EIN 04-6748526
Bank Trustee
$60,964
FCA US LLC9+ years
Service code 14 · EIN 27-0187394
Plan Administrator
$54,594
NORTON ROSE FULBRIGHT US LLP7 years
Service code 29 · EIN 74-1201087
Legal
$34,643
BAKER TILLY US, LLP1 year
Service code 10 · EIN 39-0859910
Accounting
$19,960

Enrolled actuary

1 attachment
SB

JEFFREY SCHRADER, FSA, EA

MERCER
Enrollment #2307901
ONE TOWNE SQUARE, SUITE 1100
SOUTHFIELD, MI 48076
(248) 945-5594
Signed 2024-09-06

Top hat statement on fileNQDC

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

Plan administrator

Plan administrator name— Sign in and upgrade to view
1000 Chrysler Drive, CIMS 485-08-78
Auburn Hills, MI 48326
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

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

Open the filing PDF

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
$9.8M
$4336 / participant
  • Recordkeeping$583K5.9%
  • Trustee / custodial$61K0.6%
  • Legal$35K0.4%
  • Other / not subdivided$9M93.1%
% of EOY assets
0.241%
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
$19,960
Opinion code
Unqualified