Plan Snapshot
- Plan Sponsor: Teradata Corporation
- Sponsor EIN: 753236470
- Sponsor Address: 17095 VIA DEL CAMPO, SAN DIEGO, CA, 92127
- Plan Type: 401(k)
- Total Participants: 1,709
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,709 | $1.1B | $13.6M | $32.6M |
| 2023 | 1,914 | $1.1B | $15.3M | $34.7M |
| 2022 | 2,129 | $967.6M | $15.2M | $34.4M |
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 |
|---|---|---|---|---|
| FID INVEST INST OPS CO | RECORDKEEPER | $168,760 | — | $168,760 |
| CREATIVE PLANNING, LLC | INV ADVISOR | $87,500 | — | $87,500 |
| THOMPSON HINE | LEGAL | $53,861 | — | $53,861 |
| BDO USA P.C. | AUDITOR | $45,544 | — | $45,544 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INVEST INST OPS CO — RECORDKEEPER
- CREATIVE PLANNING, LLC — INV ADVISOR
- THOMPSON HINE — LEGAL
- BDO USA P.C. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $355,665
- 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 |
|---|---|---|---|---|---|
| 2024 | $353,421 | $87,500 | — | $45,544 | — |
| 2023 | $385,854 | $104,119 | $2,100 | $46,000 | — |
| 2022 | $533,142 | $182,458 | — | — | $147,717 |