Plan Snapshot
- Plan Sponsor: Hitachi High-Tech America, INC.
- Sponsor EIN: 010569971
- Sponsor Address: 10 N. MARTINGALE ROAD, SCHAUMBURG, IL, 601732099
- Plan Type: DB
- Total Participants: 246
- Total Assets: $74.0M
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. |
|---|---|---|---|---|
| 2025 | 246 | $74.0M | $0 | $0 |
| 2024 | 302 | $71.7M | $0 | $0 |
| 2023 | 318 | $69.7M | $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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | Auditor | $22,890 | — | $22,890 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,890
- Estimated Expense Ratio: 0.031% 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 | $299,650 | $164,555 | $77,274 | $22,890 | — |
| 2024 | $290,368 | $174,949 | $88,627 | $8,925 | — |
| 2023 | $294,879 | $213,182 | $78,597 | — | $3,100 |