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Original filing (PDF)20251014150158NAL0003105345001
FUJITSU NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
FUJITSU GROUP WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 4
100% in single holding~4410 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
1,724
Accounts w/ balance
—
Plan assets (EOY)
$4.1M
Net assets (EOY)
$2.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- Top holding "U.S. Bank Money Market Fund Interest-Bearing Cash" is 100% of plan.
- 4410 bps in Schedule C fees — 8380% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (11 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUJITSU NORTH AMERICA, INC..
Plan sponsor
Name
FUJITSU NORTH AMERICA, INC.
EIN
46-4314843
Address
350 COBALT WAY, M/S 223 · SUNNYVALE, CA · 94085
Phone
(408) 746-6000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 36-2235791 | — | CONSULTANT | $8K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | TRUSTEE | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $79K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OG LAW | 92-3715595 | — | ATTORNEY | $16K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BL. CR. LF AND HLTH INS. CO. | 95-4331852 | — | CONTRACT ADMNSTRTR | $1.2M | — |
| EMPYREAN BENEFIT SOLUTIONS, INC. | 20-3029813 | — | CONTRACT ADMNSTRTR | $214K | — |
| DELTA DENTAL OF CALIFORNIA | 94-1461312 | — | CONTRACT ADMNSTRTR | $94K | — |
| FNAI ADMIN SVCS | 46-4314843 | — | CONTRACT ADMNSTRTR | $54K | — |
| HEALTH EQUITY | 52-2383166 | — | CONTRACT ADMNSTRTR | $52K | — |
| VISION SERVICE PLAN | 94-1632821 | — | CONTRACT ADMNSTRTR | $36K | — |
| HEALTH ADVOCATE | — | PLYMOUTH MEETING, PA | CONTRACT ADMNSTRTR | $23K | — |
Investments
1 direct security· $4.0M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| U.S. Bank Money Market Fund Interest-Bearing Cash | — | — | $4.0M | $4.0M | 95.8% |