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Original filing (PDF)20250826131817NAL0004448675001
HEADWAY TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
HEADWAY TECHNOLOGIES, INC. 401(K) SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
772
Accounts w/ balance
921
Plan assets (EOY)
$255.8M
Net assets (EOY)
$255.8M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEADWAY TECHNOLOGIES, INC..
Plan sponsor
Name
HEADWAY TECHNOLOGIES, INC.
EIN
77-0383260
Address
682 S. HILLVIEW DR. · MILPITAS, CA · 95035
Phone
(408) 934-5300
Industry
Manufacturingsee 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
2025-08-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US 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 | -$19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $32K | — |
Investments
38 direct securities · 1 pooled fund· $275.1M(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
$256.8M
38 holdings
Common Collective Trust
$18.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID CONTRAFUND K | — | — | — | $51.1M | 20.0% | |
| FID 500 INDEX | — | — | — | $46.6M | 18.2% | |
| MIP CL 2 | — | — | — | $19.5M | 7.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $18.3M | 7.2% | |
| VICTORY S EST VAL R6 | — | — | — | $14.3M | 5.6% | |
| GS LG CP GR INS R6 | — | — | — | $13.3M | 5.2% | |
| OAKMARK INST | — | — | — | $10.9M | 4.3% | |
| HTFD INTL OPPS Y | — | — | — | $9.9M | 3.9% | |
| PGIM TOTAL RTN BD R6 | — | — | — | $8.8M | 3.4% | |
| VANG TARGET RET 2030 | — | — | — | $8.6M | 3.4% | |
| VANG TARGET RET 2025 | — | — | — | $7.7M | 3.0% | |
| VANG TARGET RET 2035 | — | — | — | $6.4M | 2.5% | |
| FID PURITAN K | — | — | — | $6.1M | 2.4% | |
| PUTN LG CAP VAL R6 | — | — | — | $5.6M | 2.2% | |
| FID SMALL CAP GR K6 | — | — | — | $4.4M | 1.7% | |
| FID SM CAP IDX | — | — | — | $3.8M | 1.5% | |
| VANG TARGET RET 2020 | — | — | — | $3.7M | 1.5% | |
| VANG TARGET RET 2040 | — | — | — | $3.0M | 1.2% | |
| FID US BOND IDX | — | — | — | $2.7M | 1.1% | |
| PARTICIPANT LOANS | — | — | — | $2.5M | 1.0% | |
| VANG WELLESLEY ADM | — | — | — | $2.5M | 1.0% | |
| J H ENTERPRISE N | — | — | — | $2.3M | 0.9% | |
| FID MID CAP IDX | — | — | — | $2.2M | 0.9% | |
| VANG VMMR-FED MMKT | — | — | — | $2.2M | 0.8% | |
| VANG TARGET RET 2045 | — | — | — | $2.1M | 0.8% | |
| VANG DEV MKT IDX ADM | — | — | — | $2.0M | 0.8% | |
| VANG TARGET RET 2050 | — | — | — | $2.0M | 0.8% | |
| BROKERAGELINK EXTERNAL FUND | — | — | — | $1.9M | 0.7% | |
| VANG HI YLD CORP ADM | — | — | — | $1.8M | 0.7% | |
| VANG TARGET RET INC | — | — | — | $1.6M | 0.6% | |
| VANG INFL PROT ADM | — | — | — | $1.6M | 0.6% | |
| FIDELITY FUND | — | — | — | $1.2M | 0.5% | |
| VANG TARGET RET 2055 | — | — | — | $1.1M | 0.4% | |
| VANG TARGET RET 2060 | — | — | — | $1.1M | 0.4% | |
| DFA US TARGET VAL I | — | — | — | $831K | 0.3% | |
| DFA INTL SMALL CO I | — | — | — | $518K | 0.2% | |
| VAN REAL EST IDX ADM | — | — | — | $489K | 0.2% | |
| VANG TARGET RET 2065 | — | — | — | $221K | <0.1% | |
| VANG TARGET RET 2070 | — | — | — | $110K | <0.1% |
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