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Original filing (PDF)20250929050557NAL0004876531001
CREDO SEMICONDUCTOR, INC.
Form 5500
FILING_RECEIVED
CREDO SEMICONDUCTOR, INC.
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
207
Accounts w/ balance
168
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VANGUARD 500 INDEX FUND - ADM" is 27% of plan.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREDO SEMICONDUCTOR, INC..
Plan sponsor
Name
CREDO SEMICONDUCTOR, INC.
EIN
47-2718546
Address
110 RIO ROBLES · SAN JOSE, CA · 95134
Phone
(408) 664-9329
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
2025-09-29
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)
Audit & trust (Schedule H)
Auditor
FRANK RIMERMAN CO.LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $865 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
29 direct securities· $16.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.4M | 27.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.0M | 18.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 7.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 6.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $863K | 5.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $609K | 3.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $409K | 2.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $379K | 2.3% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $352K | 2.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $350K | 2.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $347K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $225K | 1.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $214K | 1.3% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $207K | 1.3% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $182K | 1.1% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $151K | 0.9% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $142K | 0.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $134K | 0.8% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $133K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $92K | 0.6% | |
| DFA INVESTMENT GRADE PORT INST | Registered Investment Companies | — | — | $88K | 0.5% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $84K | 0.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $78K | 0.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $77K | 0.5% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $77K | 0.5% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $45K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $5K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $4K | <0.1% |