Seagate 401(K) Plan — Form 5500 plan (Seagate U.S. LLC)
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, Seagate 401(K) Plan is a benefit plan reported by Seagate U.S. LLC under EIN 77-0545987 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,027 participants and $2,136,164,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seagate U.S. LLC
- EIN
- 77-0545987
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, CA
- Latest filing year
- 2023
- Participants
- 8,027
- End-of-year plan assets
- $2,136,164,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,027 | H, C | 20241015143623NAL0058170802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,136,164,340
- Total liabilities (EOY)
- $641,809
- Net assets (EOY)
- $2,135,522,531
- Net assets (BOY)
- $1,992,370,582
Income & contributions
- Employer contributions
- $12,435,392
- Participant contributions
- $57,079,613
- Total contributions
- $71,017,383
- Total income / additions
- $473,183,335
Expenses & distributions
- Benefits paid
- $329,489,605
- Administrative expenses
- $507,533
- Total expenses
- $330,031,386
- Net increase / (decrease)
- $143,151,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $271,949 | not reported in the loaded dataset | 2023 |
| Callan | INVESTMENT ADVISOR | $81,983 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $66,928 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $33,150 | not reported in the loaded dataset | 2023 |
| Nfp Retirement, Inc | CONSULTANT | $15,000 | not reported in the loaded dataset | 2023 |
| Adp, Inc | OTHER SERVICES | $9,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INVESTMENT MANAGER | $8,539 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seagate U.S. LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fremont, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Callan — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Nfp Retirement, Inc — Schedule C compensation
- Adp, Inc — Schedule C compensation
- State Street Global Advisors — Schedule C compensation