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Original filing (PDF)20251008112607NAL0005761409001
INFOSYS LIMITED
Form 5500
FILING_RECEIVED
INFOSYS LIMITED TAX SAVING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
9,771
Accounts w/ balance
3,179
Plan assets (EOY)
$105.9M
Net assets (EOY)
$105.9M
How this plan invests
This plan
19 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
85
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
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 INFOSYS LIMITED.
Plan sponsor
Name
INFOSYS LIMITED
EIN
58-1760235
Address
2400 GLENVILLE DR, STE C150 · RICHARDSON, TX · 75082
Phone
(713) 859-7133
Industry
Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$24K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
12 direct securities · 19 pooled funds· $118.5M(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.
Common Collective Trust
$67.8M
19 holdings
Uncategorized
$29.0M
11 holdings
Mutual Funds
$21.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Advisor 500 Index N/R | Mutual Funds | — | — | $21.7M | 20.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $18.9M | 17.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $13.3M | 12.5% | |
| American Century Investments American Century Growth R6 N/R | — | — | — | $10.2M | 9.6% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $8.6M | 8.1% | |
| Fidelity Management Trust Managed Income Portfolio II Class 1 N/R | — | — | — | $6.3M | 6.0% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $6.0M | 5.6% | |
| Company Comerica Bank and Trust, N.A Westfield Small Mid Cap Growth Equity N/R | — | — | — | $3.7M | 3.5% | |
| WFLD SMMD CP GR EQ D COMERICA BANK & TRUST, N.A. · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.5% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.0% | |
| Fidelity Investments Fidelity Advisor Mid Cap Index N/R | — | — | — | $3.0M | 2.8% | |
| Reliance Trust Company Reliance Trust CQG International Equity N/R | — | — | — | $2.5M | 2.4% | |
| RT GQG INTL EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $2.5M | 2.4% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.0% | |
| WA CORE PLUS BOND R3 GREAT GRAY TRUST COMPANY, LLC · EIN 74-2008758 / PN 113 | Common Collective Trust | — | — | $1.7M | 1.6% | |
| EARNEST SMID CP CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $1.4M | 1.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.2% | |
| T. Rowe Price T. Rowe Price Equity Income N/R | — | — | — | $1.1M | 1.1% | |
| Fidelity Investments Fidelity Advisor Small Cap Index N/R | — | — | — | $1.1M | 1.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $846K | 0.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $505K | 0.5% | |
| Vanguard Fiduciary Trust Company Vanguard Total Bond Market Index Fund N/R | — | — | — | $457K | 0.4% | |
| Admiral Vanguard Fiduciary Trust Company Vanguard Total Intl Stock Index Admiral N/R | — | — | — | $312K | 0.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $300K | 0.3% | |
| PIMCO Inflation RESP MA IS N/R | — | — | — | $230K | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $179K | 0.2% | |
| Vanguard Fiduciary Trust Company Vanguard Retirement Savings TR III N/R | — | — | — | $57K | <0.1% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $57K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $19K | <0.1% | |
| WA CORE PLUS BOND R2 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $0 | <0.1% |