Plan Snapshot
- Plan Sponsor: Ntt Data Americas, INC.
- Sponsor EIN: 042437166
- Sponsor Address: 7950 LEGACY DRIVE, PLANO, TX, 75024
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 20,376
- Total Assets: $2.9B
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. |
|---|---|---|---|---|
| 2025 | 20,376 | $2.9B | $0 | $0 |
| 2024 | 13,172 | $2.7B | $27.6M | $105.0M |
| 2023 | 12,621 | $2.4B | $30.2M | $110.0M |
| 2022 | 14,854 | $2.1B | $31.0M | $108.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $871,242 | — | $871,242 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $239,677 | — | $239,677 |
| CALLAN HOLDINGS, LLC | Investment Advisor | $104,393 | — | $104,393 |
| NIXON PEABODY LLP | ERISA Attorney | $95,317 | — | $95,317 |
| CARON AND BLETZER | Other Service Provider | $38,481 | — | $38,481 |
| CALLAN LLC | Investment Advisor | $34,798 | — | $34,798 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,383,908
- Estimated Expense Ratio: 0.048% 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 | $390,833,998 | $1,304,760 | $5,400 | — | — |
| 2024 | $2,046,225 | $891,185 | $9,300 | — | — |
| 2023 | $1,775,566 | $1,276,237 | $1,200 | $31,500 | — |
| 2022 | $2,117,561 | $837,796 | — | — | — |