Alison Calandra signed KDDI America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KDDI America, Inc.'s EIN is 13-3522662.
Download the official 2024 Form 5500 (PDF) for KDDI America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KDDI America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $117K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM INDEX 2035 INV | Registered Investment Companies | — | — | $6.1M | 17.0% | |
| FID FREEDOM IND 2040 INVESTOR | Registered Investment Companies | — | — | $4.7M | 13.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.2M | 11.6% | |
| FID FDM INDEX 2030 INV | Registered Investment Companies | — | — | $4.1M | 11.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.5M | 7.0% | |
| ALGER FOCUS EQUITY Y | Registered Investment Companies | — | — | $2.2M | 6.1% | |
| FID FRDM INDEX 2050 INV | Registered Investment Companies | — | — | $2.0M | 5.6% | |
| FID F IND 2025 INV | Registered Investment Companies | — | — | $1.6M | 4.5% | |
| FID FRDM INDEX 2045 INV | Registered Investment Companies | — | — | $1.6M | 4.4% | |
| FID F INDEX INC INV | Registered Investment Companies | — | — | $1.1M | 3.0% | |
| FID FRDM INDEX 2055 INV | Registered Investment Companies | — | — | $777K | 2.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $684K | 1.9% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $613K | 1.7% | |
| FID FREEDOM IND 2020 INVESTOR | Registered Investment Companies | — | — | $538K | 1.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $485K | 1.3% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $445K | 1.2% | |
| FID F IND 2060 INV | Registered Investment Companies | — | — | $313K | 0.9% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $251K | 0.7% | |
| VANGUARD TAX-MANAGED BAL ADM | Registered Investment Companies | — | — | $234K | 0.6% | |
| VAN ST INVESTMENT GR BD - INV | Registered Investment Companies | — | — | $169K | 0.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $167K | 0.5% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $153K | 0.4% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $130K | 0.4% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $83K | 0.2% | |
| AMF GROWTH AND INCOME PORT R6 | Registered Investment Companies | — | — | $83K | 0.2% | |
| AMERICAN FUNDS INT VANT R6 | Registered Investment Companies | — | — | $82K | 0.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $76K | 0.2% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $74K | 0.2% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $66K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $58K | 0.2% | |
| JPMORGAN GLOBAL ALLOCATION R6 | Registered Investment Companies | — | — | $57K | 0.2% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $48K | 0.1% | |
| JANUS HEND MULTI SECTOR INC N | Registered Investment Companies | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
