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Original filing (PDF)20250723155858NAL0010960162001

ICHOR SYSTEMS, INC.

Form 5500
FILING_RECEIVED
ICHOR SYSTEMS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,164
Accounts w/ balance
1,615
Plan assets (EOY)
$108.3M
Net assets (EOY)
$108.3M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 15 bps in Schedule C fees — 54% above peer band of 10 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ICHOR SYSTEMS, INC..
Plan sponsor
Name
ICHOR SYSTEMS, INC.
EIN
27-0980604
Address
200-C PARKER DRIVE · SUITE 600 · AUSTIN, TX · 78728
Phone
(512) 246-5553
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
2025-07-23
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$124K
VANGUARD ADVISERS INC.23-2811930NONE$42K

Investments

22 direct securities · 1 pooled fund· $108.4M(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
$104.4M
22 holdings
Pooled Separate Account
$4.0M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Institutional Index Fund$23.3M21.5%
Vanguard Target Retirement 2030 Fund$11.2M10.3%
Vanguard Target Retirement 2035 Fund$8.5M7.9%
Vanguard Mid‐Cap Index Fund Institutional Shares$7.8M7.2%
Vanguard Target Retirement 2025 Fund$7.8M7.2%
Vanguard Target Retirement 2040 Fund$6.8M6.3%
Vanguard Total Bond Market Index Fund Admiral Shares$6.1M5.6%
Vanguard Target Retirement 2050 Fund$5.1M4.7%
Vanguard Small‐Cap Index Fund Admiral Shares$4.9M4.5%
Vanguard Target Retirement 2045 Fund$4.6M4.3%
NEW YORK LIFE ANCHOR ACCOUNT
NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125
Pooled Separate Account
$4.0M3.7%
Vanguard Target Retirement 2055 Fund$3.5M3.2%
Vanguard Total International Stock Index Fund Admiral shares$3.4M3.1%
American Funds EuroPacific Growth Fund R6$2.9M2.7%
Vanguard Target Retirement 2020 Fund$2.3M2.2%
Vanguard Target Retirement 2060 Fund$2.1M1.9%
to 9.50%, maturing through 2049) ‐$1.9M1.8%
Various Securities$889K0.8%
Vanguard Target Retirement Income$874K0.8%
Vanguard Target Retirement 2065 Fund$491K0.5%
T. Rowe Price International Discovery; I Class$50K<0.1%
Vanguard Federal Money Market Fund$18K<0.1%
Vanguard Target Retirement 2070 Fund$5K<0.1%

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