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Original filing (PDF)20251009172513NAL0016179666001
HITACHI VANTARA LLC
Form 5500
FILING_RECEIVED
HITACHI VANTARA LLC SHORT TERM DISABILITY BENEFIT PLAN
Health & welfare plan
Signals · 3
100% in single holding~147 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,127
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$3.7M
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)
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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BlackRock Liquidity Funds Fed Fund Portfolio Insti CL" is 100% of plan.
- 147 bps in Schedule C fees — 183% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HITACHI VANTARA LLC.
Plan sponsor
Name
HITACHI VANTARA LLC
EIN
84-3098448
Address
2535 AUGUSTINE DRIVE · SANTA CLARA, CA · 95054
Phone
(408) 970-1000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LARKIN COMPANY | 47-4714965 | — | NONE | $62K | — |
Investments
1 direct security· $4.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Liquidity Funds Fed Fund Portfolio Insti CL | — | — | $4.1M | $4.1M | 96.0% |
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