# Hitachi America, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/hitachi-america-ltd-401k-plan

> Hitachi America, Ltd.'s 401(k) plan: 17,744 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hitachi America, Ltd.

- **Sponsor EIN:** 131896069

- **Sponsor Address:** 800 WESTCHESTER AVENUE, N-707, RYE BROOK, NY, 10573

- **Plan Type:** 401(k)

- **Total Participants:** 17,744

- **Total Assets:** $3.6B

## 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.|

| 2024|17,744|$3.6B|$98.7M|$141.6M|

| 2023|15,731|$3.2B|$83.5M|$121.5M|

| 2022|12,175|$2.4B|$65.0M|$94.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$1,027,657|—|$1,027,657|

| STRATEGIC ADVISORS, INC.|ADVISOR|$630,773|—|$630,773|

| BRYAN CAVE LEIGHTON PAISNER LLP|ATTORNEY/LEGAL|$333,670|—|$333,670|

| COOK STREET CONSULTANTS|INVESTMENT ADVISOR|$42,147|—|$42,147|

| FORVIS, LLP|ACCOUNTANT/AUDITOR|$31,683|—|$31,683|

| CBIZ CPAS P.C.|Auditor|$31,683|—|$31,683|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BRYAN CAVE LEIGHTON PAISNER LLP](https://planprovider.pro/provider/bryan-cave-leighton-paisner-llp) — ATTORNEY/LEGAL

- [COOK STREET CONSULTANTS](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [FORVIS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,097,613

- **Estimated Expense Ratio:** 0.059% 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|$2,036,035|$632,351|$10,200|$31,683|—|

| 2023|$1,822,823|$585,116|$3,600|$15,041|—|

| 2022|$1,791,473|$663,070|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hitachi-america-ltd-401k-plan)

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