ASE (U.S.) Inc.'s EIN is 77-0018244.
Download the official 2024 Form 5500 (PDF) for ASE (U.S.) Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ASE (U.S.) Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd Mutual fund | Common Collective Trusts | — | — | $11.6M | 19.7% | |
| Personal Choice Retirement Accounts Individual self-directed brokerage accounts | Self-Directed Brokerage | — | — | $7.8M | 13.3% | |
| NYLI Winslow Large Cap Growth Fd Mutual fund | Other securities | — | — | $7.1M | 12.1% | |
| JPMorgan US Equity Mutual fund | Other securities | — | — | $4.7M | 7.9% | |
| JPMorgan Equity Income Mutual fund | Other securities | — | — | $4.1M | 7.1% | |
| American Funds Europacific Growth Mutual fund | Mutual Funds | — | — | $3.5M | 6.0% | |
| Schwab Retirement Govt Money Fund Interest-bearing cash | Mutual Funds | — | — | $3.3M | 5.7% | |
| Dodge & Cox Income Mutual fund | Mutual Funds | — | — | $3.2M | 5.4% | |
| T Rowe Price Mid Cap Growth Mutual fund | Mutual Funds | — | — | $2.9M | 5.0% | |
| MFS Mid Cap Value Fund Mutual fund | Mutual Funds | — | — | $2.5M | 4.3% | |
| Vanguard Small Cap Index Mutual fund | Mutual Funds | — | — | $1.5M | 2.6% | |
| Vanguard Balanced Index Fund Mutual fund | Common Collective Trusts | — | — | $1.4M | 2.4% | |
| Vanguard Target Retirement 2035 Mutual fund | Mutual Funds | — | — | $1.0M | 1.8% | |
| Federated Ultra Short Bd Fd Mutual fund | Other securities | — | — | $878K | 1.5% | |
| Vanguard Target Retirement 2040 Mutual fund | Mutual Funds | — | — | $687K | 1.2% | |
| Vanguard Target Retirement 2045 Mutual fund | Mutual Funds | — | — | $543K | 0.9% | |
| Vanguard Target Retirement 2050 Mutual fund | Mutual Funds | — | — | $418K | 0.7% | |
| Participant loans 12 loans; 5.25-10.50% | Bonds / Notes | — | — | $368K | 0.6% | |
| Vanguard Target Retirement 2055 Mutual fund | Mutual Funds | — | — | $327K | 0.6% | |
| Vanguard Target Retirement Incm Inv Mutual fund | Mutual Funds | — | — | $298K | 0.5% | |
| Vanguard Target Retirement 2020 Mutual fund | Mutual Funds | — | — | $235K | 0.4% | |
| Vanguard Target Retirement 2060 Mutual fund | Mutual Funds | — | — | $117K | 0.2% | |
| Vanguard Target Retirement 2030 Mutual fund | Mutual Funds | — | — | $79K | 0.1% | |
| Vanguard Target Retirement 2025 Mutual fund | Mutual Funds | — | — | $48K | <0.1% | |
| Vanguard Target Retirement 2065 Mutual fund | Mutual Funds | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
