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Original filing (PDF)20251011055544NAL0019503570001
ASUS COMPUTER INTERNATIONAL
Form 5500
FILING_RECEIVED
ASUS COMPUTER INTERNATIONAL 401(K) PS PLAN & TRUST
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
373
Accounts w/ balance
444
Plan assets (EOY)
$45.7M
Net assets (EOY)
$45.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "ISHARES S&P 500 INDEX K" is 33% of plan.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASUS COMPUTER INTERNATIONAL.
Plan sponsor
Name
ASUS COMPUTER INTERNATIONAL
EIN
77-0378476
Address
48720 KATO ROAD · FREMONT, CA · 94538
Phone
(510) 608-4508
Industry
Wholesale Tradesee 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
2025-10-11
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
AUDIT AND TAX SOLUTIONS CPAS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $72K | — |
Investments
32 direct securities· $45.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $14.9M | 32.5% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $3.7M | 8.2% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $3.0M | 6.7% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $2.7M | 5.9% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $2.0M | 4.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.8M | 4.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 3.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 2.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 2.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 2.6% | |
| JANUS HEND MID CAP VALUE FD N | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $1.0M | 2.3% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $925K | 2.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $868K | 1.9% | |
| LORD ABBETT DEVELOPING GR R6 | Registered Investment Companies | — | — | $824K | 1.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $734K | 1.6% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $691K | 1.5% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $663K | 1.4% | |
| EATON VANCE HIGH INCOME OPPS I | Registered Investment Companies | — | — | $629K | 1.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $616K | 1.3% | |
| LAZARD INT STRATEGIC EQ INST | Registered Investment Companies | — | — | $559K | 1.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $516K | 1.1% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $506K | 1.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $488K | 1.1% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $473K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $413K | 0.9% | |
| ALS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $384K | 0.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $352K | 0.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $125K | 0.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $99K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $98K | 0.2% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $87K | 0.2% |