Plan5500

2023 Form 5500 filing — Seagate 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015143623NAL0058170802001) for Seagate 401(K) Plan, reported by Seagate U.S. LLC under EIN 77-0545987 and plan number 001. It reports 8,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015143623NAL0058170802001
Filing year
2023
Form type
2
Plan sponsor
Seagate U.S. LLC
EIN
77-0545987
Plan number
001
Location
Fremont, CA
Participants
8,027
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,136,164,340
Total liabilities (EOY)
$641,809
Net assets (EOY)
$2,135,522,531
Employer contributions
$12,435,392
Participant contributions
$57,079,613
Total income / additions
$473,183,335
Benefits paid
$329,489,605
Administrative expenses
$507,533
Total expenses
$330,031,386
Net increase / (decrease)
$143,151,949
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$271,949not reported in the loaded dataset
CallanINVESTMENT ADVISOR$81,983not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$66,928not reported in the loaded dataset
Moss Adams LlpACCOUNTANT/AUDITOR$33,150not reported in the loaded dataset
Nfp Retirement, IncCONSULTANT$15,000not reported in the loaded dataset
Adp, IncOTHER SERVICES$9,000not reported in the loaded dataset
State Street Global AdvisorsINVESTMENT MANAGER$8,539not reported in the loaded dataset

Related Form 5500 pages