Back to filter
Original filing (PDF)20251205074804NAL0003450961001
VIRGINIA DIODES
Form 5500
FILING_RECEIVED
VIRGINIA DIODES 401(K) PLAN
Defined-contribution retirement plan
Signals · 4
Late filing · 0.6 moNo auditor on fileNo recordkeeper disclosed6 service providers
Active participants
129
Accounts w/ balance
127
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
58
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 0.6 months past the 10.5-month grace window.
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRGINIA DIODES.
Plan sponsor
Name
VIRGINIA DIODES
EIN
54-1845221
Address
979 2ND ST. SE #309 · CHARLOTTESVILLE, VA · 22902
Phone
(434) 297-3257
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-12-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | NONE | $29K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $23K | — |
| IRON FIDUCIARY | 99-9552241 | — | NONE | $4K | — |
| NATIONWIDE | 31-4156830 | — | NONE | $2K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | — | COLUMBUS, OH | NONE | $1K | — |
| IRON FINANCIAL | 99-9552241 | NORTHBROOK, IL | NONE | $958 | — |
Investments
43 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEINDX 2020 INST PRM MUTUAL FUND | — | — | — | $1.4M | 14.8% | |
| FID FREEINDX 2065 INST PRM MUTUAL FUND | — | — | — | $1.2M | 12.6% | |
| FID FREEINDX 2045 INST PRM MUTUAL FUND | — | — | — | $1.1M | 11.6% | |
| FID FREEINDX 2025 INST PRM MUTUAL FUND | — | — | — | $862K | 9.4% | |
| FID FREEINDX 2035 INST PRM MUTUAL FUND | — | — | — | $694K | 7.6% | |
| FID FREEINDX 2055 INST PRM MUTUAL FUND | — | — | — | $680K | 7.4% | |
| VNGRD TTL STMKT INDX FD AS MUTUAL FUND | — | — | — | $607K | 6.6% | |
| FID 500 INDX MUTUAL FUND | — | — | — | $510K | 5.5% | |
| FID FREEINDX 2060 INST PRM MUTUAL FUND | — | — | — | $445K | 4.8% | |
| FID FREEINDX 2040 INST PRM MUTUAL FUND | — | — | — | $222K | 2.4% | |
| FID FREEINDX 2030 INST PRM MUTUAL FUND | — | — | — | $133K | 1.4% | |
| FIDELITY SELECT SEMICONDUCTORS PORTFOLIO MUTUAL FUND | — | — | — | $115K | 1.3% | |
| FID FREEINDX 2050 INST PRM MUTUAL FUND | — | — | — | $105K | 1.1% | |
| VNGRD 500 INDEX FD AS MUTUAL FUND | — | — | — | $101K | 1.1% | |
| VNGRD MDCAP GR INDX ADML MUTUAL FUND | — | — | — | $86K | 0.9% | |
| VNGRD SMCAP GR INDX ADML MUTUAL FUND | — | — | — | $78K | 0.8% | |
| VNGRD GR INDX ADML MUTUAL FUND | — | — | — | $76K | 0.8% | |
| FIDADV TECH A MUTUAL FUND | — | — | — | $75K | 0.8% | |
| VNGRD MID-CAP IDX FD AS MUTUAL FUND 754 VNGRD REALEST INDX ADML MUTUAL FUND | — | — | — | $71K | 0.8% | |
| VNGRD VAL INDX ADML MUTUAL FUND | — | — | — | $68K | 0.7% | |
| VNGRD DIVD APP INDX ADML MUTUAL FUND 0 VNGRD EMRG MKT STKINDXADML MUTUAL FUND | — | — | — | $68K | 0.7% | |
| FRSTEGLE GOLD R6 MUTUAL FUND 403 INVSCO GOLDSPECMNRLS Y MUTUAL FUND 397 JPM MRTG BCKD SEC R6 MUTUAL FUND | — | — | — | $66K | 0.7% | |
| FIDADV BIO INST MUTUAL FUND | — | — | — | $61K | 0.7% | |
| COHENSTRS REALEST SEC Z MUTUAL FUND | — | — | — | $60K | 0.7% | |
| BLKRK IS S P 500 INDX INST MUTUAL FUND | — | — | — | $57K | 0.6% | |
| PTNM GR OPPR R6 MUTUAL FUND | — | — | — | $47K | 0.5% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE | — | — | — | $45K | 0.5% | |
| STATE STREET BALANCED INDEX FUND K MUTUAL FUND | — | — | — | $42K | 0.5% | |
| FID US BD INDX MUTUAL FUND | — | — | — | $34K | 0.4% | |
| IMPAX SUSTNBL ALLOC INST MUTUAL FUND | — | — | — | $33K | 0.4% | |
| NW GENEVA SMCAP GR R6 MUTUAL FUND | — | — | — | $31K | 0.3% | |
| VNGRD INFO TECH INDX ADML MUTUAL FUND 637 VNGRD INTL GR ADML MUTUAL FUND | — | — | — | $25K | 0.3% | |
| PIMCO INTL BDUSDLRHDGINST MUTUAL FUND | — | — | — | $16K | 0.2% | |
| VIC SYC ESTBLSHD VAL R6 MUTUAL FUND | — | — | — | $16K | 0.2% | |
| VNGRD LT INVMT GRD ADML MUTUAL FUND | — | — | — | $15K | 0.2% | |
| FID SEL TECH MUTUAL FUND | — | — | — | $14K | 0.2% | |
| VNGRD TTL BND MKT LDX ADM MUTUAL FUND 747 VNGRD TTL INTLSTKINDX ADML MUTUAL FUND | — | — | — | $13K | 0.1% | |
| JPM EQ INC R6 MUTUAL FUND | — | — | — | $12K | 0.1% | |
| PRNCPL MDCAP R6 MUTUAL FUND | — | — | — | $11K | 0.1% | |
| ARTISAN INTL VAL INST MUTUAL FUND | — | — | — | $7K | <0.1% | |
| FID FREEINDX 2015 INST PRM MUTUAL FUND | — | — | — | $3K | <0.1% | |
| VNGRD SM CAP INDX FD AS MUTUAL FUND | — | — | — | $2K | <0.1% | |
| VNGRD DEVL MKT INDX ADML MUTUAL FUND | — | — | — | $1K | <0.1% |