Plan Snapshot
- Plan Sponsor: Hitachi Vantara LLC
- Sponsor EIN: 843098448
- Sponsor Address: 2535 AUGUSTINE DRIVE, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 1,127
- Total Assets: $4.2M
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 | 1,127 | $4.2M | $0 | $1.1M |
| 2023 | 1,103 | $3.7M | $0 | $1.1M |
| 2022 | 1,173 | $3.5M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| THE LARKIN COMPANY | Other Service Provider | $62,125 | — | $62,125 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,125
- Estimated Expense Ratio: 1.471% 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 | $66,762 | — | $62,125 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |