Original filing (PDF)20250722115057NAL0002707377001

KOKUSAI SEMICONDUCTOR EQUIPMENT CORP

Name: KOKUSAI SEMICONDUCTOR EQUIPMENT CORP — KSEC RETIREMENT PLAN, Form 5500 (2024)
Creator: KOKUSAI SEMICONDUCTOR EQUIPMENT CORP

Form 5500

FILING_RECEIVED

KSEC RETIREMENT PLAN

401(k) retirement plan

Signals · 1

30% in single holding

Active participants

109

Accounts w/ balance

148

Plan assets (EOY)

$49.8M

Net assets (EOY)

$49.8M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Fidelity Contrafund Mutual fund" is 30% of plan.

Helping the score

Below-peer total fees (0 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOKUSAI SEMICONDUCTOR EQUIPMENT CORP.

Plan sponsor

Name

KOKUSAI SEMICONDUCTOR EQUIPMENT CORP

EIN

04-3144511

Address

2460 NORTH FIRST ST. SUITE 290 · SAN JOSE, CA · 95131

Phone

(978) 479-1827

Industry

Other Services (ex. Public Admin)see 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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AUDIT AND TAX SOLUTIONS CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

32 direct securities · 1 pooled fund· $50.9M(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

$49.8M

32 holdings

Common Collective Trust

$1.1M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Contrafund Mutual fund	—	—	—	$14.9M	29.9%
TRP Blue Chip Gr Adv Mutual fund	—	—	—	$7.2M	14.5%
Brokerage Accounts Self Directed Accounts	—	—	—	$4.7M	9.5%
Fidelity 500 Index Inv Mutual fund	—	—	—	$3.8M	7.5%
Fidelity Dividend Growth Mutual fund	—	—	—	$2.4M	4.9%
Glenmede Sm Cp Eq Mutual fund	—	—	—	$1.6M	3.2%
Fid Govt Mmkt Interest-bearing cash	—	—	—	$1.5M	3.0%
Fidelity Freedom 2035 Fund Mutual fund	—	—	—	$1.5M	3.0%
Fidelity Freedom 2030 Fund Mutual fund	—	—	—	$1.4M	2.8%
Fidelity Investor Gr Bond Mutual fund	—	—	—	$1.1M	2.2%
Fidelity Freedom 2010 Fund Mutual fund	—	—	—	$1.1M	2.2%
Fidelity Managed Income Portfolio Common/collective trust	—	—	—	$1.1M	2.1%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.1M	2.1%
Fidelity Puritan Fund Mutual fund	—	—	—	$895K	1.8%
Fidelity Diversified International Mutual fund	—	—	—	$886K	1.8%
Fidelity Ext Mkt Idx Mutual fund	—	—	—	$754K	1.5%
Fidelity Freedom 2045 Fund Mutual fund	—	—	—	$675K	1.4%
Fidelity Freedom 2040 Fund Mutual fund	—	—	—	$666K	1.3%
Fidelity Freedom 2050 Fund Mutual fund	—	—	—	$525K	1.1%
Fidelity Intl Index Mutual fund	—	—	—	$519K	1.0%
Fidelity Freedom 2055 Fund Mutual fund	—	—	—	$413K	0.8%
Fidelity Sm Cap Idx Mutual fund	—	—	—	$384K	0.8%
Columbia Div Inc Mutual fund	—	—	—	$290K	0.6%
Fidelity Freedom 2025 Fund Mutual fund	—	—	—	$279K	0.6%
Fidelity Emrg Mkts Idx Mutual fund	—	—	—	$245K	0.5%
Fidelity Freedom 2020 Fund Mutual fund	—	—	—	$240K	0.5%
Fidelity Freedom Income Fund Mutual fund	—	—	—	$236K	0.5%
Participant loans 7 loans; 4.25-9.25%	—	—	—	$125K	0.3%
EV Inc Fund Boston Mutual fund	—	—	—	$116K	0.2%
AB Sm Cap Grth Mutual fund	—	—	—	$78K	0.2%
Fidelity Infl Pr Bd Idx Mutual fund	—	—	—	$61K	0.1%
Fidelity Freedom 2065 Fund Mutual fund	—	—	—	$40K	<0.1%
Fidelity Freedom 2060 Fund Mutual fund	—	—	—	$26K	<0.1%