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Original filing (PDF)20250807155852NAL0003597217001
NTT DATA AMERICAS, INC.
Form 5500
FILING_RECEIVED
NTT DATA AMERICAS 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
13,172
Accounts w/ balance
17,870
Plan assets (EOY)
$2.7B
Net assets (EOY)
$2.7B
How this plan invests
This plan
19 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 8 bps in Schedule C fees — 51% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NTT DATA AMERICAS, INC..
Plan sponsor
Name
NTT DATA AMERICAS, INC.
EIN
04-2437166
Address
7950 LEGACY DRIVE · 11TH FLOOR · PLANO, TX · 75024
Phone
(800) 745-3263
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
NTT DATA AMERICAS 401(K) RETIREMENT PLAN COMMITTEE
EIN
04-2437166
City
PLANO, TX
Phone
(800) 745-3263
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $798K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $891K | — |
| CALLAN LLC | 94-2192581 | — | INVESTMENT ADVISOR | $180K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON AND BLETZER | 04-3499945 | — | AUDITOR | $35K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIXON PEABODY LLP | 16-0764720 | — | ATTORNEY/LEGAL | $133K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 19 pooled funds· $4.0B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.6B
26 holdings
Common Collective Trust
$1.4B
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Investor Fund " | — | — | — | $625.6M | 23.2% | |
| Fidelity Blue Chip Growth Fund " | — | — | — | $456.1M | 16.9% | |
| FID BLUE CHP GR CP D FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $456.1M | 16.9% | |
| Fidelity Freedom Blend 2035 Fund " | — | — | — | $172.3M | 6.4% | |
| FID FRDM BLND 2035 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $172.3M | 6.4% | |
| Fidelity Extended Market Index Fund " | — | — | — | $141.1M | 5.2% | |
| Fidelity Freedom Blend 2045 Fund " | — | — | — | $124.9M | 4.6% | |
| FID FRDM BLND 2045 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $124.9M | 4.6% | |
| Fidelity Freedom Blend 2040 Fund " | — | — | — | $118.3M | 4.4% | |
| FID FRDM BLND 2040 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $118.3M | 4.4% | |
| Fidelity Freedom Blend 2030 Fund " | — | — | — | $110.3M | 4.1% | |
| FID FRDM BLND 2030 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $110.3M | 4.1% | |
| GW&K SM/MID CORE I GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 001 | Common Collective Trust | — | — | $100.2M | 3.7% | |
| Fidelity Freedom Blend 2025 Fund " | — | — | — | $97.3M | 3.6% | |
| FID FRDM BLND 2025 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $97.3M | 3.6% | |
| Fidelity Global EX US Index Investor Fund " | — | — | — | $82.1M | 3.0% | |
| T. Rowe Equity Income I Fund " | — | — | — | $79.5M | 2.9% | |
| PIMCO Total Return Institutional Fund Mutual fund | — | — | — | $74.5M | 2.8% | |
| American Funds Europacific Growth R6 Fund " | — | — | — | $65.7M | 2.4% | |
| Managed Income Portfolio II Class 4 " | — | — | — | $59.9M | 2.2% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $59.9M | 2.2% | |
| Fidelity Money Market Fund " | — | — | — | $57.8M | 2.1% | |
| Fidelity Freedom Blend 2050 Fund " | — | — | — | $57.8M | 2.1% | |
| FID FRDM BLND 2050 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $57.8M | 2.1% | |
| Fidelity Freedom Blend 2055 Fund " | — | — | — | $51.5M | 1.9% | |
| FID FRDM BLND 2055 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $51.5M | 1.9% | |
| Brokerage Link Self-directed brokerage account | — | — | — | $50.8M | 1.9% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $47.4M | 1.8% | |
| Fidelity Freedom Blend 2060 Fund " | — | — | — | $24.0M | 0.9% | |
| FID FRDM BLND 2060 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $24.0M | 0.9% | |
| Fidelity Freedom Blend 2020 Fund " | — | — | — | $23.6M | 0.9% | |
| FID FRDM BLND 2020 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $23.6M | 0.9% | |
| Fidelity Freedom Blend Fund " | — | — | — | $19.8M | 0.7% | |
| FID FRDM BLEND INC S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $19.8M | 0.7% | |
| Baird Short-Term Bond Fund Institutional Class " | — | — | — | $19.2M | 0.7% | |
| Fidelity Freedom Blend 2015 Fund " | — | — | — | $12.2M | 0.5% | |
| FID FRDM BLND 2015 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $12.2M | 0.5% | |
| Fidelity Freedom Blend 2010 Fund " | — | — | — | $3.5M | 0.1% | |
| FID FRDM BLND 2010 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $3.5M | 0.1% | |
| Fidelity Freedom Blend 2065 Fund " | — | — | — | $1.1M | <0.1% | |
| FID FRDM BLND 2065 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Galliard Stable Return Fund " | — | — | — | $711K | <0.1% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $711K | <0.1% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM BLND 2005 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |