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Original filing (PDF)20251009191538NAL0003836579001
SUPER MICRO COMPUTER, INC.
Form 5500
FILING_RECEIVED
SUPER MICRO COMPUTER 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
3,102
Accounts w/ balance
2,499
Plan assets (EOY)
$267.0M
Net assets (EOY)
$267.0M
How this plan invests
This plan
17 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPER MICRO COMPUTER, INC..
Plan sponsor
Name
SUPER MICRO COMPUTER, INC.
EIN
77-0353939
Address
980 ROCK AVE. · SAN JOSE, CA · 95131
Phone
(408) 503-8000
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $94K | — |
Investments
28 direct securities · 17 pooled funds· $334.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$195.3M
28 holdings
Common Collective Trust
$139.0M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $57.1M | 21.4% | |
| Fidelity Contrafund Mutual fund | — | — | — | $35.6M | 13.3% | |
| Fidelity Large Cap Growth Fund Mutual fund | — | — | — | $22.0M | 8.2% | |
| Fidelity Investments Money Market Government Fund Money market fund | — | — | — | $19.7M | 7.4% | |
| Fidelity Freedom 2040 Commingled Pool Common collective trust | — | — | — | $10.3M | 3.8% | |
| FID FRDM 2040 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $10.3M | 3.8% | |
| Fidelity Freedom 2030 Commingled Pool Common collective trust | — | — | — | $10.1M | 3.8% | |
| FID FRDM 2030 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $10.1M | 3.8% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $9.9M | 3.7% | |
| Janus Henderson Enterprise Fund Mutual fund | — | — | — | $9.5M | 3.6% | |
| Fidelity Total Bond Fund Mutual fund | — | — | — | $9.5M | 3.5% | |
| Fidelity Freedom 2035 Commingled Pool Common collective trust | — | — | — | $9.5M | 3.5% | |
| FID FRDM 2035 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $9.5M | 3.5% | |
| Fidelity Freedom 2045 Commingled Pool Common collective trust | — | — | — | $8.5M | 3.2% | |
| FID FRDM 2045 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $8.5M | 3.2% | |
| American Funds American Mutual Fund Mutual fund | — | — | — | $6.7M | 2.5% | |
| Fidelity Freedom 2050 Commingled Pool Common collective trust | — | — | — | $5.9M | 2.2% | |
| FID FRDM 2050 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $5.9M | 2.2% | |
| Fidelity Freedom 2055 Commingled Pool Common collective trust | — | — | — | $5.5M | 2.1% | |
| FID FRDM 2055 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $5.5M | 2.1% | |
| Fidelity Freedom 2025 Commingled Pool Common collective trust | — | — | — | $5.0M | 1.9% | |
| FID FRDM 2025 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $5.0M | 1.9% | |
| Fidelity Small Cap Growth Fund Mutual fund | — | — | — | $4.9M | 1.9% | |
| Spartan Extended Market Index Pool Common collective trust | — | — | — | $4.8M | 1.8% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $4.8M | 1.8% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $4.7M | 1.8% | |
| Fidelity Low Price Stock Fund Mutual fund | — | — | — | $4.6M | 1.7% | |
| Fidelity International Capital Appreciation Fund Mutual fund | — | — | — | $4.0M | 1.5% | |
| Eaton Vance Income Fund of Boston Mutual fund | — | — | — | $3.1M | 1.2% | |
| Fidelity Freedom 2020 Commingled Pool Common collective trust | — | — | — | $3.0M | 1.1% | |
| FID FRDM 2020 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $3.0M | 1.1% | |
| Fidelity Government Income Fund Mutual fund | — | — | — | $2.9M | 1.1% | |
| Fidelity Freedom 2060 Commingled Pool Common collective trust | — | — | — | $2.6M | 1.0% | |
| FID FRDM 2060 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $2.6M | 1.0% | |
| Columbia Small Cap Value II Fund Mutual fund | — | — | — | $2.2M | 0.8% | |
| Fidelity Balanced Fund Mutual fund | — | — | — | $2.0M | 0.8% | |
| with various maturities through 2032 | — | — | — | $1.2M | 0.5% | |
| Fidelity Freedom 2065 Commingled Pool Common collective trust | — | — | — | $1.2M | 0.4% | |
| FID FRDM 2065 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| Fidelity Freedom 2015 Commingled Pool Common collective trust | — | — | — | $624K | 0.2% | |
| FID FRDM 2015 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $624K | 0.2% | |
| FID FRDM INC CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $317K | 0.1% | |
| Fidelity Freedom Income Commingled Pool Common collective trust | — | — | — | $317K | 0.1% | |
| Fidelity Freedom 2010 Commingled Pool Common collective trust | — | — | — | $72K | <0.1% | |
| FID FRDM 2010 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $72K | <0.1% |
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