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Original filing (PDF)20250801053430NAL0009703392001
KDDI AMERICA, INC.
Form 5500
FILING_RECEIVED
KDDI GROUP 401(K) PLAN
401(k) retirement plan
Active participants
216
Accounts w/ balance
339
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KDDI AMERICA, INC..
Plan sponsor
Name
KDDI AMERICA, INC.
EIN
13-3522662
Address
7 TELEPORT DRIVE · STATEN ISLAND, NY · 10311
Phone
(718) 313-1225
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BORIS BENIC & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $117K | — |
Investments
32 direct securities · 1 pooled fund· $35.8M(99% 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.
Registered Investment Companies
$33.3M
32 holdings
Common Collective Trust
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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