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Original filing (PDF)20251013174240NAL0000875187001
ARTERIS, INC. ARTERIS IP
Form 5500
FILING_RECEIVED
ARTERIS IP 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
134
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARTERIS, INC. ARTERIS IP.
Plan sponsor
Name
ARTERIS, INC. ARTERIS IP
EIN
27-0117058
Address
900 E. HAMILTON AVENUE, SUITE 300 · CAMPBELL, CA · 95008
Phone
(408) 470-7300
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | NONE | $33K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $17K | — |
| WOODBURY FINANCIAL SERVICES | 41-0944586 | — | NONE | $8K | — |
Investments
27 direct securities· $15.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $3.2M | 21.1% | |
| JPMorgan Large Cap Growth Fund R6 Mutual fund | — | — | — | $1.7M | 11.1% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual fund | — | — | — | $1.5M | 9.6% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Mutual fund | — | — | — | $1.4M | 9.1% | |
| Putnam Large Cap Value Fund R6 Mutual fund | — | — | — | $1.0M | 6.8% | |
| Standard Insurance Company Stable Asset Fund Group annuity contract | — | — | — | $791K | 5.2% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $711K | 4.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund | — | — | — | $618K | 4.1% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual fund | — | — | — | $586K | 3.9% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual fund | — | — | — | $467K | 3.1% | |
| MFS Mid Cap Value Fund Class R6 Mutual fund | — | — | — | $450K | 3.0% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $404K | 2.7% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $384K | 2.5% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $331K | 2.2% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $295K | 2.0% | |
| MFS International Growth Fund Mutual fund | — | — | — | $287K | 1.9% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $233K | 1.5% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $197K | 1.3% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $183K | 1.2% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $148K | 1.0% | |
| Vanguard Explorer Admiral Mutual fund | — | — | — | $92K | 0.6% | |
| Cohen & Steers Institutional Realty Shares Mutual fund | — | — | — | $60K | 0.4% | |
| PIMCO Income Fund Institutional Class Mutual fund | — | — | — | $57K | 0.4% | |
| Participant loans maturities -0- | — | — | — | $51K | 0.3% | |
| DFA U.S. Targeted Value I Mutual fund | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $18K | 0.1% | |
| DFA Emerging Markets Core Equity I Mutual fund | — | — | — | $9K | <0.1% |
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