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Original filing (PDF)20251015160656NAL0010548946001
MIPS HOLDING, INC.
Form 5500
FILING_RECEIVED
MIPS 401(K) PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
263
Plan assets (EOY)
$43.6M
Net assets (EOY)
$43.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
31 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
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIPS HOLDING, INC..
Plan sponsor
Name
MIPS HOLDING, INC.
EIN
26-3864264
Address
3201 SCOTT BLVD · SANTA CLARA, CA · 95054
Phone
(408) 530-5000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
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 | $28K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $36K | — |
| SAGE VIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISOR | $9K | — |
Investments
30 direct securities · 14 pooled funds· $54.4M(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
$43.2M
30 holdings
Common Collective Trust
$11.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $9.2M | 21.0% | |
| JPMorgan Large Cap Growth Mutual Fund | — | — | — | $7.5M | 17.2% | |
| JPMorgan US Equity Fund Mutual Fund | — | — | — | $4.6M | 10.6% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $2.0M | 4.6% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | — | — | — | $2.0M | 4.5% | |
| T. Rowe Price Retirement 2045 Fund Common Collective Trust Fund | — | — | — | $1.9M | 4.4% | |
| TRP RETIRE 2045 J T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.4% | |
| T. Rowe Price Retirement 2035 Fund Common Collective Trust Fund | — | — | — | $1.8M | 4.1% | |
| TRP RETIRE 2035 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $1.8M | 4.1% | |
| T. Rowe Price Retirement 2040 Fund Common Collective Trust Fund | — | — | — | $1.6M | 3.7% | |
| TRP RETIRE 2040 J T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.7% | |
| T. Rowe Price Retirement 2030 Fund Common Collective Trust Fund | — | — | — | $1.6M | 3.6% | |
| TRP RETIRE 2030 J T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| MFS Value Fund Mutual Fund | — | — | — | $1.3M | 2.9% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $1.2M | 2.9% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $1.0M | 2.4% | |
| T. Rowe Price Retirement 2025 Fund Common Collective Trust Fund | — | — | — | $949K | 2.2% | |
| TRP RETIRE 2025 J T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $949K | 2.2% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $914K | 2.1% | |
| Galliard Stable Return C Fund Common Collective Trust Fund | — | — | — | $833K | 1.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $833K | 1.9% | |
| T. Rowe Price Retirement 2020 Fund Common Collective Trust Fund | — | — | — | $725K | 1.7% | |
| TRP RETIRE 2020 J T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $725K | 1.7% | |
| Fidelity Government Money Market Fund Money Market Fund 98 American Century Mid Cap Value Fund Mutual Fund | — | — | — | $650K | 1.5% | |
| MFS International Value Fund Mutual Fund | — | — | — | $594K | 1.4% | |
| Principal Real Estate Securities Fund Mutual Fund | — | — | — | $520K | 1.2% | |
| T. Rowe Price Retirement 2010 Fund Common Collective Trust Fund | — | — | — | $449K | 1.0% | |
| TRP RETIRE 2010 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $449K | 1.0% | |
| TRP RETIRE 2050 J T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $449K | 1.0% | |
| T. Rowe Price Retirement 2055 Fund Common Collective Trust Fund | — | — | — | $394K | 0.9% | |
| TRP RETIRE 2055 J T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $394K | 0.9% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $351K | 0.8% | |
| PGIM Total Return Bond Fund Mutual Fund | — | — | — | $226K | 0.5% | |
| T. Rowe Price Retirement 2060 Fund Common Collective Trust Fund | — | — | — | $191K | 0.4% | |
| TRP RETIRE 2060 J T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $191K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund Common Collective Trust Fund | — | — | — | $182K | 0.4% | |
| TRP RETIRE 2015 J T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $182K | 0.4% | |
| Pioneer Strategic Income Fund Mutual Fund | — | — | — | $179K | 0.4% | |
| T. Rowe Price Retirement 2005 Fund Common Collective Trust Fund | — | — | — | $170K | 0.4% | |
| TRP RETIRE 2005 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $170K | 0.4% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $114K | 0.3% | |
| Participant loan 9.50%, matures February 22, 2025 | — | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund Common Collective Trust Fund | — | — | — | $1K | <0.1% | |
| TRP RETIRE 2065 J T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |