Plan Snapshot
- Plan Sponsor: Fujitsu North America, INC.
- Sponsor EIN: 464314843
- Sponsor Address: 17201 WATERVIEW PARKWAY, DALLAS, TX, 75252
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 5,598
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 5,598 | $1.6B | $0 | $0 |
| 2024 | 1,592 | $1.5B | $7.0M | $29.7M |
| 2023 | 1,725 | $1.4B | $8.5M | $31.2M |
| 2022 | 1,872 | $1.4B | $8.5M | $32.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JOHN HANCOCK | Other Service Provider | $415,048 | — | $415,048 |
| INVESCO | Other Service Provider | $233,563 | — | $233,563 |
| CALLAN INVESTMENTS | Other Service Provider | $222,500 | — | $222,500 |
| MOSS ADAMS LLP | Other Service Provider | $63,400 | — | $63,400 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $35,739 | — | $35,739 |
| BAKER TILLY US, LLP | Other Service Provider | $21,125 | — | $21,125 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $991,375
- Estimated Expense Ratio: 0.060% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $137,054,373 | $553,694 | $353,156 | $84,525 | — |
| 2024 | $1,204,907 | $696,900 | $437,377 | $62,605 | — |
| 2023 | $1,185,837 | $301,604 | $858,883 | — | — |
| 2022 | $1,562,853 | $598,064 | $815,851 | — | $148,938 |