Plan5500

Hitachi High-Tech America, Inc. Retirement Plan — Form 5500 plan (Hitachi High-Tech America, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hitachi High-Tech America, Inc. Retirement Plan is a benefit plan reported by Hitachi High-Tech America, Inc. under EIN 01-0569971 and plan number 001. The latest loaded filing year is 2023. The filing reports 605 participants and $71,749,067 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hitachi High-Tech America, Inc.
EIN
01-0569971
Plan number
001
Plan type
2
Location
Schaumburg, IL
Latest filing year
2023
Participants
605
End-of-year plan assets
$71,749,067

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023605H, C20250113152108NAL0018425921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,749,067
Total liabilities (EOY)
$0
Net assets (EOY)
$71,749,067
Net assets (BOY)
$69,655,406

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$4,407,354

Expenses & distributions

Benefits paid
$2,023,325
Administrative expenses
$290,368
Total expenses
$2,313,693
Net increase / (decrease)
$2,093,661

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sage Advisory Services Ltd. Co.RETAINED BY EMPLOYER$134,949not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$88,627$02023
Wintrust Investments LLCRETAINED BY EMPLOYER$40,000not reported in the loaded dataset2023
Bny MellonRETAINED BY EMPLOYER$17,867not reported in the loaded dataset2023
Cherry Bekaert, LlpRETAINED BY EMPLOYER$8,925not reported in the loaded dataset2023

Related Form 5500 pages