Fujitsu Group Defined Contribution And 401(k) Plan
Sponsored by Fujitsu North America, Inc. · EIN 464314843 · Plan #003
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 1,592
- With balances
- 5,846
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Callahan Investment Advisor, Llc CRD 169447 | fuzzy_auto · 93% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $492,427 |
| Callan Investments | Investment management | $222,500 |
| Moss Adams Llp | Accounting | $62,605 |
| Invesco | Investment management, Other fees | $61,157 |
| Blackrock Institutional Trust Co. | Investment management | $13,285 |
| Pillsbury, Winthrop, Shaw, Pittman | Legal | $8,025 |