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Original filing (PDF)20250717104333NAL0000190642001
ALLEGRO MICROSYSTEMS
Form 5500
FILING_RECEIVED
ALLEGRO MICROSYSTEMS, LLC EMPLOYEES' RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
629
Accounts w/ balance
993
Plan assets (EOY)
$251.8M
Net assets (EOY)
$251.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEGRO MICROSYSTEMS.
Plan sponsor
Name
ALLEGRO MICROSYSTEMS
DBA
ALLEGRO MICROSYSTEMS, LLC
EIN
22-3056180
Address
955 PERIMETER ROAD · MANCHESTER, NH · 03103
Phone
(603) 626-2472
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
2025-07-17
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $98K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $73K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $35K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 1 pooled fund· $261.5M(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
$249.5M
31 holdings
Common Collective Trust
$12.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $37.0M | 14.7% | |
| JPMorgan Large Cap Growth R6 Fund " | — | — | — | $36.0M | 14.3% | |
| Fidelity Freedom Index 2030 Premier Fund " | — | — | — | $17.3M | 6.9% | |
| Fidelity BrokerageLink Self-directed brokerage account | — | — | — | $15.2M | 6.0% | |
| American Funds Washington Mutual Investors R6 Fund " | — | — | — | $14.7M | 5.9% | |
| Fidelity Freedom Index 2040 Premier Fund " | — | — | — | $13.3M | 5.3% | |
| Fidelity Freedom Index 2035 Premier Fund " | — | — | — | $12.2M | 4.9% | |
| Great Gray Trust T. Rowe Price Stable Value S Fund Common collective trust | — | — | — | $12.0M | 4.8% | |
| GG TRP STABLE VAL S GREAT GRAY TRUST COMPANY · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $12.0M | 4.8% | |
| Fidelity Freedom Index 2050 Premier Fund " | — | — | — | $10.1M | 4.0% | |
| Baird Core Plus Bond Institutional Fund " | — | — | — | $8.9M | 3.6% | |
| Fidelity Freedom Index 2045 Premier Fund " | — | — | — | $7.9M | 3.1% | |
| Fidelity Global ex U.S. Index Fund " | — | — | — | $7.6M | 3.0% | |
| MFS Mid Cap Growth R6 Fund " | — | — | — | $7.4M | 2.9% | |
| Vanguard Small-Cap Growth Index Institutional Fund " | — | — | — | $6.0M | 2.4% | |
| American Funds EuroPacific Growth R6 Fund " | — | — | — | $5.9M | 2.3% | |
| Fidelity Freedom Index 2055 Premier Fund " | — | — | — | $5.1M | 2.0% | |
| Fidelity Freedom Index 2060 Premier Fund " | — | — | — | $4.6M | 1.8% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $4.5M | 1.8% | |
| Fidelity Freedom Index 2025 Premier Fund " | — | — | — | $4.4M | 1.7% | |
| Victory Sycamore Small Company Opportunity R6 Fund Mutual fund | — | — | — | $3.4M | 1.4% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $3.0M | 1.2% | |
| Victory Sycamore Established Value R6 Fund " | — | — | — | $2.6M | 1.0% | |
| Fidelity Small Cap Index Fund " | — | — | — | $2.4M | 0.9% | |
| Fidelity Freedom Index 2065 Premier Fund " | — | — | — | $2.0M | 0.8% | |
| Fidelity Freedom Index 2020 Premier Fund " | — | — | — | $1.6M | 0.6% | |
| Fidelity Freedom Index 2010 Premier Fund " | — | — | — | $1.2M | 0.5% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity I Fund " | — | — | — | $1.1M | 0.4% | |
| Vanguard International Growth Admiral Fund " | — | — | — | $1.0M | 0.4% | |
| Fidelity Freedom Index 2015 Premier Fund " | — | — | — | $695K | 0.3% | |
| Transamerica International Equity R6 Fund " | — | — | — | $447K | 0.2% | |
| Vanguard Federal Money Market Fund " | — | — | — | $29K | <0.1% |
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