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Original filing (PDF)20250731125025NAL0002588307001
ISE LABS, INC.
Form 5500
FILING_RECEIVED
ISE LABS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
210
Accounts w/ balance
195
Plan assets (EOY)
$30.4M
Net assets (EOY)
$30.4M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISE LABS, INC..
Plan sponsor
Name
ISE LABS, INC.
EIN
77-0010579
Address
46800 BAYSIDE PARKWAY · FREMONT, CA · 94538
Phone
(510) 687-2561
Industry
Professional & Technical Servicessee 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
2025-07-31
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
YULISHANA,INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities· $30.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual fund | — | — | — | $4.7M | 15.5% | |
| Fidelity Growth Company Fund Mutual fund | — | — | — | $4.4M | 14.5% | |
| Fidelity Government Money Market Fund Money market fund | — | — | — | $2.7M | 8.9% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $2.6M | 8.6% | |
| Fidelity OTC Portfolio Mutual fund | — | — | — | $2.1M | 7.0% | |
| Fidelity Mid Cap Stock Fund Mutual fund | — | — | — | $2.0M | 6.7% | |
| Fidelity Freedom 2020 Fund Mutual fund | — | — | — | $1.5M | 5.0% | |
| Baird Core Plus Fund Mutual fund | — | — | — | $1.1M | 3.7% | |
| Fidelity Low Priced Stock Fund Mutual fund | — | — | — | $1.1M | 3.6% | |
| Fidelity Freedom 2030 Fund Mutual fund | — | — | — | $1.1M | 3.6% | |
| Eaton Vance Large Cap Value Fund Mutual fund | — | — | — | $803K | 2.6% | |
| Fidelity Freedom 2035 Fund Mutual fund | — | — | — | $720K | 2.4% | |
| ClearBridge Small Cap Growth Fund Mutual fund | — | — | — | $562K | 1.8% | |
| Fidelity Freedom 2050 Fund Mutual fund | — | — | — | $536K | 1.8% | |
| Cohen & Steers Real Estate Fund Mutual fund | — | — | — | $449K | 1.5% | |
| American Century Mid Cap Value Fund Mutual fund | — | — | — | $435K | 1.4% | |
| Fidelity Freedom 2060 Fund Mutual fund | — | — | — | $426K | 1.4% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $366K | 1.2% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $350K | 1.1% | |
| Fidelity Diversified International Fund Mutual fund | — | — | — | $338K | 1.1% | |
| Fidelity Freedom 2040 Fund Mutual fund | — | — | — | $291K | 1.0% | |
| Fidelity Freedom 2045 Fund Mutual fund | — | — | — | $254K | 0.8% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $233K | 0.8% | |
| Fidelity Freedom 2025 Fund Mutual fund | — | — | — | $222K | 0.7% | |
| Notes Receivable from Participants (participant loans) Interest rates 4.25% to 9.50% -0- | — | — | — | $210K | 0.7% | |
| Fidelity Freedom 2055 Fund Mutual fund | — | — | — | $183K | 0.6% | |
| Calvert International Equity Fund Mutual fund | — | — | — | $173K | 0.6% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual fund | — | — | — | $135K | 0.4% | |
| Fidelity Freedom 2065 Fund Mutual fund | — | — | — | $112K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $85K | 0.3% | |
| Fidelity Freedom Income Fund Mutual fund | — | — | — | $56K | 0.2% | |
| Fidelity Puritan Fund Mutual fund | — | — | — | $38K | 0.1% | |
| Fidelity Freedom 2010 Fund Mutual fund | — | — | — | $4K | <0.1% |
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