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Original filing (PDF)20250904144507NAL0016236929001
IQE, INC.
Form 5500
FILING_RECEIVED
IQE USA 401(K) PLAN
401(k) retirement plan
Active participants
132
Accounts w/ balance
210
Plan assets (EOY)
$40.6M
Net assets (EOY)
$40.6M
How this plan invests
This plan
34 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 IQE, INC..
Plan sponsor
Name
IQE, INC.
EIN
23-2566613
Address
494 GALLIMORE DARIY ROAD · GREENSBORO, NC · 18015
Phone
(336) 609-6270
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
2025-09-04
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
VERDEJA, DEARMAS, TRUJILLO & ALVARE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $79K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
34 direct securities· $40.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Trgt Date Retire R6 Mutual fund | — | — | — | $5.3M | 13.0% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $4.7M | 11.6% | |
| American Funds 2035 Trgt Date Retire R6 Mutual fund | — | — | — | $4.2M | 10.3% | |
| American Funds 2030 Trgt Date Retire R6 Mutual fund | — | — | — | $3.6M | 8.9% | |
| T. Rowe Price All-Cap Opportunities I Mutual fund | — | — | — | $3.4M | 8.3% | |
| American Funds 2045 Trgt Date Retire R6 Mutual fund | — | — | — | $2.2M | 5.5% | |
| American Funds 2025 Trgt Date Retire R6 Mutual fund | — | — | — | $2.1M | 5.2% | |
| EI Fixed Account - Series Class V Fixed annuities | — | — | — | $1.9M | 4.7% | |
| American Funds 2050 Trgt Date Retire R6 Mutual fund | — | — | — | $1.6M | 4.0% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual fund | — | — | — | $1.3M | 3.2% | |
| Invesco Discovery R6 Mutual fund | — | — | — | $1.2M | 3.0% | |
| MFS International Intrinsic Value R6 Mutual fund | — | — | — | $1.2M | 2.9% | |
| Janus Henderson Enterprise N Mutual fund | — | — | — | $946K | 2.3% | |
| JPMorgan US Equity R6 Mutual fund | — | — | — | $812K | 2.0% | |
| Vanguard Equity-Income Adm Mutual fund | — | — | — | $806K | 2.0% | |
| American Funds 2020 Trgt Date Retire R6 Mutual fund | — | — | — | $568K | 1.4% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | — | — | — | $534K | 1.3% | |
| Federated Hermes Total Return Bond R6 Mutual fund | — | — | — | $498K | 1.2% | |
| Vanguard Interm-Term Bond Index Adm Mutual fund | — | — | — | $488K | 1.2% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | — | — | — | $477K | 1.2% | |
| DFA US Small Cap Mutual fund | — | — | — | $455K | 1.1% | |
| Participant loans 3.24% to 9.50% | — | — | — | $423K | 1.0% | |
| Fidelity Balanced K Mutual fund | — | — | — | $409K | 1.0% | |
| Federated Hermes Instl High Yield Bd R6 Mutual fund | — | — | — | $335K | 0.8% | |
| JPMorgan Emerging Markets Equity R6 Mutual fund | — | — | — | $328K | 0.8% | |
| T. Rowe Price Retirement Balanced Class Mutual fund | — | — | — | $236K | 0.6% | |
| American Funds 2060 Trgt Date Retire R6 Mutual fund | — | — | — | $215K | 0.5% | |
| American Funds 2055 Trgt Date Retire R6 Mutual fund | — | — | — | $194K | 0.5% | |
| Vanguard STAR Mutual fund | — | — | — | $84K | 0.2% | |
| T. Rowe Price Global Multi-Sector Bd I Mutual fund | — | — | — | $53K | 0.1% | |
| American Funds 2010 Trgt Date Retire R6 Mutual fund | — | — | — | $50K | 0.1% | |
| EI Fixed Account - Series Class V Non-interest bearing cash | — | — | — | $7K | <0.1% | |
| American Funds 2015 Trgt Date Retire R6 Mutual fund | — | — | — | $5K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 Mutual fund | — | — | — | $1K | <0.1% |
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