How big is ISE Labs, Inc.'s plan?

ISE Labs, Inc.'s plan reported $30.4M in assets and 210 participants for 2024.

Original filing (PDF)20250731125025NAL0002588307001

ISE Labs, Inc.

Name: ISE Labs, Inc. — ISE Labs, Inc. 401(k) Plan, Form 5500 (2024)
Creator: ISE Labs, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ISE Labs, Inc. 401(k) Plan

401(k) retirement plan · ISE Labs, Inc.'s ISE Labs, Inc. 401(k) Plan held $30.4M in plan assets for 210 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

1 failed disclosureLate participant contributionsHigh average account balance

Active participants

210

Accounts w/ balance

195

Plan assets (EOY)

$30.4M

Net assets (EOY)

$30.4M

People on this filing

Carrin KO signed ISE Labs, Inc.'s 2024 Form 5500 as plan administrator.

Carrin KO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ISE Labs, Inc.'s EIN is 77-0010579.

EIN 77-0010579

Plan number 001

Plan year 2024

ACK ID 20250731125025NAL0002588307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ISE Labs, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ISE Labs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 51K (2% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (90th percentile).

Plan sponsor

Name

ISE LABS, INC.

EIN

all filings

Address

46800 BAYSIDE PARKWAY · FREMONT, CA · 94538

Phone

(510) 687-2561

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Mutual Funds

$22.9M

20 holdings

Common Collective Trusts

$3.6M

5 holdings

Other securities

$3.6M

6 holdings

Bonds / Notes

$210K

1 holding

U.S. Treasuries

$135K

1 holding

					% of plan
Fidelity Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$4.7M	15.5%
Fidelity Growth Company Fund Mutual fund	Mutual Funds	—	—	$4.4M	14.5%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$2.7M	8.9%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$2.6M	8.6%
Fidelity OTC Portfolio Mutual fund	Mutual Funds	—	—	$2.1M	7.0%
Fidelity Mid Cap Stock Fund Mutual fund	Mutual Funds	—	—	$2.0M	6.7%
Fidelity Freedom 2020 Fund Mutual fund	Mutual Funds	—	—	$1.5M	5.0%
Baird Core Plus Fund Mutual fund	Other securities	—	—	$1.1M	3.7%
Fidelity Low Priced Stock Fund Mutual fund	Mutual Funds	—	—	$1.1M	3.6%
Fidelity Freedom 2030 Fund Mutual fund	Mutual Funds	—	—	$1.1M	3.6%
Eaton Vance Large Cap Value Fund Mutual fund	Other securities	—	—	$803K	2.6%
Fidelity Freedom 2035 Fund Mutual fund	Mutual Funds	—	—	$720K	2.4%
ClearBridge Small Cap Growth Fund Mutual fund	Other securities	—	—	$562K	1.8%
Fidelity Freedom 2050 Fund Mutual fund	Mutual Funds	—	—	$536K	1.8%
Cohen & Steers Real Estate Fund Mutual fund	Other securities	—	—	$449K	1.5%
American Century Mid Cap Value Fund Mutual fund	Other securities	—	—	$435K	1.4%
Fidelity Freedom 2060 Fund Mutual fund	Mutual Funds	—	—	$426K	1.4%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$366K	1.2%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$350K	1.1%
Fidelity Diversified International Fund Mutual fund	Mutual Funds	—	—	$338K	1.1%
Fidelity Freedom 2040 Fund Mutual fund	Mutual Funds	—	—	$291K	1.0%
Fidelity Freedom 2045 Fund Mutual fund	Mutual Funds	—	—	$254K	0.8%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$233K	0.8%
Fidelity Freedom 2025 Fund Mutual fund	Mutual Funds	—	—	$222K	0.7%
Notes Receivable from Participants (participant loans) Interest rates 4.25% to 9.50% -0-	Bonds / Notes	—	—	$210K	0.7%
Fidelity Freedom 2055 Fund Mutual fund	Mutual Funds	—	—	$183K	0.6%
Calvert International Equity Fund Mutual fund	Other securities	—	—	$173K	0.6%
Fidelity Intermediate Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$135K	0.4%
Fidelity Freedom 2065 Fund Mutual fund	Mutual Funds	—	—	$112K	0.4%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$85K	0.3%
Fidelity Freedom Income Fund Mutual fund	Mutual Funds	—	—	$56K	0.2%
Fidelity Puritan Fund Mutual fund	Mutual Funds	—	—	$38K	0.1%
Fidelity Freedom 2010 Fund Mutual fund	Mutual Funds	—	—	$4K	<0.1%