Plan Snapshot
- Plan Sponsor: Hitachi Energy Usa INC.
- Sponsor EIN: 943273443
- Sponsor Address: 901 MAIN CAMPUS DRIVE, RALEIGH, NC, 27606
- Plan Type: DB
- Total Participants: 413
- Total Assets: $32.4M
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 | 413 | $32.4M | $1.8M | $0 |
| 2023 | 429 | $31.9M | $890,000 | $0 |
| 2022 | 376 | $27.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| ERNST & YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $600,000 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |