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Original filing (PDF)20250915151534NAL0000766067001
SUSS MICROTEC, INC.
Form 5500
FILING_RECEIVED
SUSS MICROTEC, INC 401(K) PLAN
401(k) retirement plan
Active participants
79
Accounts w/ balance
114
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
8 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUSS MICROTEC, INC..
Plan sponsor
Name
SUSS MICROTEC, INC.
EIN
03-0276631
Address
2520 PALISADES DR · CORONA, CA · 92882
Phone
(951) 817-3788
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANCHEC K CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | 92-2678185 | — | ADVISOR | $37K | — |
Investments
30 direct securities · 8 pooled funds· $21.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.8M
30 holdings
Common Collective Trust
$2.5M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2035 IPR Mutual Fund | — | — | — | $4.1M | 19.4% | |
| FIDELITY FREEDOM INDEX 2025 IPR Mutual Fund | — | — | — | $3.6M | 16.9% | |
| FIDELITY 500 INDEX Mutual Fund | — | — | — | $2.3M | 10.8% | |
| FIDELITY FREEDOM INDEX 2030 IPR Mutual Fund | — | — | — | $1.8M | 8.6% | |
| FIDELITY FREEDOM INDEX 2040 IPR Mutual Fund | — | — | — | $1.6M | 7.4% | |
| VANGUARD INFO TECH INDEX AD Mutual Fund | — | — | — | $1.1M | 5.3% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $980K | 4.6% | |
| FIDELITY GOVERNMENT MONEY MARKET K6 Mutual Fund | — | — | — | $919K | 4.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $682K | 3.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $643K | 3.0% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | — | — | — | $512K | 2.4% | |
| JPMORGAN MID CAP GROWTH R6 Mutual Fund | — | — | — | $377K | 1.8% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $373K | 1.7% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | — | $363K | 1.7% | |
| AMERICAN FUNDS BALANCED R6 Mutual Fund | — | — | — | $218K | 1.0% | |
| FIDELITY FREEDOM INDEX 2050 IPR Mutual Fund | — | — | — | $218K | 1.0% | |
| FIDELITY FREEDOM INDEX 2045 IPR Mutual Fund | — | — | — | $194K | 0.9% | |
| FIDELITY FREEDOM INDEX 2020 IPR Mutual Fund | — | — | — | $178K | 0.8% | |
| PARTICIPANT NOTES RECEIVABLE Interest 3.25% - 10.50% | — | — | — | $163K | 0.8% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 Mutual Fund | — | — | — | $158K | 0.7% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $90K | 0.4% | |
| FIDELITY US BOND INDEX Mutual Fund | — | — | — | $87K | 0.4% | |
| FIDELTIY FREEDOM INDEX 2065 IPR Mutual Fund | — | — | — | $83K | 0.4% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $76K | 0.4% | |
| BALANCED SUST R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $69K | 0.3% | |
| PRINCIPAL REAL ESTATE SEC IS Mutual Fund | — | — | — | $65K | 0.3% | |
| INVESCO GOLD & SPECIAL MINERALS R6 Mutual Fund | — | — | — | $63K | 0.3% | |
| FIDELITY FREEDOM INDEX 2015 IPR Mutual Fund | — | — | — | $59K | 0.3% | |
| PIMCO REAL RETURN INST Mutual Fund | — | — | — | $53K | 0.2% | |
| JPMORGAN CORE BOND I Mutual Fund | — | — | — | $38K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECT R6 Mutual Fund | — | — | — | $28K | 0.1% | |
| PGIM HIGH YIELD Z Mutual Fund | — | — | — | $21K | <0.1% | |
| FIDELITY FREEDOM INDEX 2055 IPR Mutual Fund | — | — | — | $21K | <0.1% | |
| FIDELTIY FREEDOM INDEX 2060 IPR Mutual Fund | — | — | — | $16K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | — | — | — | $6K | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Fund | — | — | — | $6K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| PNR SEL MD CP GR R1 GREAT GRAY TRUST COMPANY · EIN 38-4065311 / PN 397 | Common Collective Trust | — | — | $0 | <0.1% |
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