Plan Snapshot
- Plan Sponsor: Fujitsu North America, INC.
- Sponsor EIN: 464314843
- Sponsor Address: 350 COBALT WAY, M/S 223, SUNNYVALE, CA, 94085
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 1,724
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,724 | $4.1M | $22.2M | $7.3M |
| 2023 | 1,861 | $3.3M | $23.1M | $7.1M |
| 2022 | 1,841 | $4.4M | $22.0M | $7.6M |
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 |
|---|---|---|---|---|
| ANTHEM BL. CR. LF AND HLTH INS. CO. | Other Service Provider | $1,239,303 | — | $1,239,303 |
| EMPYREAN BENEFIT SOLUTIONS, INC. | Other Service Provider | $213,722 | — | $213,722 |
| DELTA DENTAL OF CALIFORNIA | Other Service Provider | $94,265 | — | $94,265 |
| BAKER TILLY US, LLP | Auditor | $79,385 | — | $79,385 |
| FNAI ADMIN SVCS | Other Service Provider | $53,903 | — | $53,903 |
| HEALTH EQUITY | Other Service Provider | $51,895 | — | $51,895 |
| VISION SERVICE PLAN | Other Service Provider | $36,108 | — | $36,108 |
| HEALTH ADVOCATE | Other Service Provider | $22,992 | — | $22,992 |
| OG LAW | ERISA Attorney | $16,463 | — | $16,463 |
| U.S. BANK NATIONAL ASSOCIATION | Custodian / Trustee | $9,893 | — | $9,893 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $8,432 | — | $8,432 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
- U.S. BANK NATIONAL ASSOCIATION — Custodian / Trustee
- ALIGHT SOLUTIONS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,826,361
- Estimated Expense Ratio: 44.096% 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 |
|---|---|---|---|---|---|
| 2024 | $1,831,042 | — | $1,831,042 | — | — |
| 2023 | $1,928,873 | — | $1,718,381 | $78,335 | — |
| 2022 | $1,914,438 | — | $1,681,525 | — | $159,108 |