Tech Data 2013 Annual Report Download - page 154
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FOURTH AMENDMENT TO TRUST AGREEMENT
BETWEEN FIDELITY MANAGEMENT TRUST COMPANY
ANI) TECH DATA CORPORATION
THIS FOURTH AMENDMENT, dated and effective as of the first day of January, 2012, unless otherwise stated herein, by and between
Fidelity Management Trust Company (the “Trustee”) and Tech Data Corporation (the "Sponsor”):
WITNESSETH:
WHEREAS, the Trustee and the Sponsor heretofore entered into a Trust Agreement, dated August 1, 2003, with regard to the Tech Data
Corporation 401(k) Savings Plan (the "Plan"); and
WHEREAS, the Trustee and the Sponsor now desire to amend said Trust Agreement as provided for in Section 13 thereof;
NOW THEREFORE, in consideration of the above premises, the Trustee and the Sponsor hereby amend the Agreement by:
Annual Participant Fee: Waived
Signature Ready 5500: The standard fee is waived; provided, however.
if all required information is not received until
after 5½ months following the Plan’s year-end.
there will be a late processing charge of S1,000
per Plan affected. Any revisions requested by
the Plan Sponsor after Fidelity has initially
prepared and submitted the Form 5500 to the
Plan Sponsor will be processed at a rate of $100
per hour,
Non-Discrimination Testing Fees: Waived
Section I. ANNUAL RECORDKEEPING FEE
16 basis points of total Plan assets as of December 31 of the prior year, subject to the following offsets:
A. Offsets for Fidelity investment products:
(b) Actively managed (non Class K) Fidelity Freedom Funds: 35 basis points per annum;
(1) Effective July 1, 2007, amending Schedule "B", FEE SCHEDULE , by restating the “Annual Participant Fee”, in its entirety, as
follows:
(2) Effective July 1, 2007, amending Schedule “B”, FEE SCHEDULE , by restating the "Signature Ready 5500", in its entirety, as
follows:
(3) Effective July 1, 2007, amending Schedule "B", FEE SCHEDULE
, by adding the following:
(4) Effective January 1,2012, amending Schedule "B", FEE SCHEDULE , by restating the "Annual Participant Fee" section, in its
entirety, as follows:
(1) Balances held in Fidelity investment products in the Plan as of December 31 of the prior year, multiplied by the following
rates respectively:
(a)
Actively managed (non Class K) Fidelity equity Mutual Funds: 35 basis points per annum;