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Original filing (PDF)20251015204530NAL0002990243001
CAPGEMINI AMERICA, INC.
Form 5500
FILING_RECEIVED
CAPGEMINI SAFE HARBOR 401(K) PLAN
401(k) retirement plan
Active participants
11,267
Accounts w/ balance
17,436
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
18 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)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPGEMINI AMERICA, INC..
Plan sponsor
Name
CAPGEMINI AMERICA, INC.
EIN
22-2575929
Address
79 FIFTH AVENUE · 3RD FLOOR · NEW YORK, NY · 10003
Phone
(212) 314-8000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPERLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$72K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER | 87-1363769 | — | ACCOUNTANT/AUDITOR | $52K | — |
Investments
23 direct securities · 18 pooled funds· $3.5B(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
$1.9B
23 holdings
Common Collective Trust
$1.6B
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GR CO POOL CL D FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $477.0M | 19.0% | |
| Fidelity Spartan 500 Index Inv. | — | — | — | $371.9M | 14.8% | |
| Fidelity Freedom Index 2040 T | — | — | — | $168.2M | 6.7% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $168.2M | 6.7% | |
| Fidelity Freedom Index 2045 T | — | — | — | $164.9M | 6.6% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $164.9M | 6.6% | |
| Vanguard U.S. Growth Fund Admiral | — | — | — | $147.9M | 5.9% | |
| Fidelity Freedom Index 2035 T | — | — | — | $134.5M | 5.4% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $134.5M | 5.4% | |
| Fidelity Freedom Index 2050 T | — | — | — | $129.9M | 5.2% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $129.9M | 5.2% | |
| Fidelity Managed Income Portfolio II | — | — | — | $103.7M | 4.1% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $103.7M | 4.1% | |
| Fidelity Freedom Index 2030 T | — | — | — | $97.4M | 3.9% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $97.4M | 3.9% | |
| Fidelity Growth Company Fund Class K | — | — | — | $95.6M | 3.8% | |
| FID LPS POOL CLASS A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $65.0M | 2.6% | |
| Fidelity Freedom Index 2025 T | — | — | — | $59.0M | 2.4% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $59.0M | 2.4% | |
| Fidelity Freedom Index 2055 T | — | — | — | $58.7M | 2.3% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $58.7M | 2.3% | |
| Baron Growth Fund | — | — | — | $57.3M | 2.3% | |
| T. Rowe Price Equity Income Fund | — | — | — | $37.8M | 1.5% | |
| FIAM CORE PLUS CL J FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $37.7M | 1.5% | |
| Victory Funds Sycamore Small Company Opp. Fund | — | — | — | $36.9M | 1.5% | |
| Fidelity Freedom Index 2060 T | — | — | — | $33.3M | 1.3% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $33.3M | 1.3% | |
| American Funds Capital World Growth & Income R6 | — | — | — | $32.3M | 1.3% | |
| Vanguard Total Bond Market Index Fund Inst. | — | — | — | $31.0M | 1.2% | |
| FID DIV INTL PL CL Z FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $27.0M | 1.1% | |
| Hartford Funds International Opportunities HLS Fund IA | — | — | — | $26.8M | 1.1% | |
| Fidelity Spartan International Index | — | — | — | $22.3M | 0.9% | |
| Fidelity Freedom Index 2020 T | — | — | — | $20.2M | 0.8% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $20.2M | 0.8% | |
| Fidelity Freedom Index 2065 T | — | — | — | $15.1M | 0.6% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $15.1M | 0.6% | |
| Fidelity Freedom Index INC T | — | — | — | $5.7M | 0.2% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $5.7M | 0.2% | |
| Fidelity Freedom Index 2015 T | — | — | — | $5.2M | 0.2% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $5.2M | 0.2% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659724 / PN 078 | Common Collective Trust | — | — | $0 | <0.1% |
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