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Original filing (PDF)20260108102525NAL0009128545001
NTT DATA BUSINESS SOLUTIONS INC.
Form 5500
FILING_RECEIVED
NTT DATA BUSINESS SOLUTIONS INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
477
Accounts w/ balance
677
Plan assets (EOY)
$129.2M
Net assets (EOY)
$129.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 NTT DATA BUSINESS SOLUTIONS INC..
Plan sponsor
Name
NTT DATA BUSINESS SOLUTIONS INC.
EIN
31-1444147
Address
10856 REED HARTMAN HIGHWAY · CINCINNATI, OH · 45242
Phone
(513) 507-2170
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
CLARK, SCHAEFER, HACKETT, & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $47K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $600 | — |
Investments
26 direct securities · 1 pooled fund· $125.9M(97% 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
$122.0M
26 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $18.5M | 14.3% | |
| Schwab Self Directed Brokerage Accounts Self Directed Brokerage Accounts | — | — | — | $15.5M | 12.0% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $10.2M | 7.9% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $8.6M | 6.7% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $7.8M | 6.1% | |
| MFS Growth Fund Mutual Fund | — | — | — | $6.8M | 5.2% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $6.1M | 4.7% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $5.3M | 4.1% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $5.3M | 4.1% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $5.2M | 4.1% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $4.8M | 3.7% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $4.1M | 3.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.9M | 3.1% | |
| Janus Henderson Balanced Fund Mutual Fund | — | — | — | $3.8M | 3.0% | |
| Guggenheim Total Return Bond Fund Mutual Fund | — | — | — | $3.7M | 2.9% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $2.8M | 2.2% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $2.8M | 2.2% | |
| PIMCO Real Return Instl Mutual Fund | — | — | — | $2.3M | 1.8% | |
| MFS Value Fund Mutual Fund | — | — | — | $2.3M | 1.8% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $1.8M | 1.4% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $1.4M | 1.1% | |
| Notes receivable from participants Interest rates from 4.25% - 9.50% and $ - | — | — | — | $1.0M | 0.8% | |
| Cohen & Steers Real Estate Securities Mutual Fund | — | — | — | $929K | 0.7% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $352K | 0.3% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $229K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | — | — | — | $164K | 0.1% | |
| Dreyfus Government Cash Management Fund Mutual Fund | — | — | — | $2K | <0.1% |
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