KAY POON signed Stats Chippac, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stats Chippac, Incorporated's EIN is 77-0463048.
Download the official 2024 Form 5500 (PDF) for Stats Chippac, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stats Chippac, Incorporated's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $631 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK, | 95-4575414 | — | ADVISOR | $15K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Contrafund - Class K 349,297 Shares ^ | Mutual Funds | — | — | $7.4M | 26.0% | |
| Fidelity Investments Fidelity 500 Index Fund 17,308 Shares ^ | Common Collective Trusts | — | — | $3.5M | 12.5% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund Advisor Class 28,862 Shares ^ | Other securities | — | — | $2.2M | 7.8% | |
| Various Self-Directed Brokerage Accounts ^ | Self-Directed Brokerage | — | — | $2.1M | 7.4% | |
| MFS Mid Cap Growth Fund Class R3 62,276 Shares ^ | Mutual Funds | — | — | $1.8M | 6.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund 58,787 Shares ^ | Other securities | — | — | $1.5M | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund 39,525 Shares ^ | Other securities | — | — | $1.2M | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund 51,340 Shares ^ | Other securities | — | — | $1.1M | 3.8% | |
| Fidelity Investments Fidelity Balanced Fund 32,243 Shares ^ | Mutual Funds | — | — | $953K | 3.4% | |
| Columbia Dividend Income Fund Class A 20,831 Shares ^ | Other securities | — | — | $687K | 2.4% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund Class Admin 15,669 Shares ^ | Other securities | — | — | $631K | 2.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund 18,197 Shares ^ | Common Collective Trusts | — | — | $615K | 2.2% | |
| Fidelity Investments Fidelity Government Money Market Fund 528,464 Shares ^ | Mutual Funds | — | — | $528K | 1.9% | |
| Fidelity Investments Fidelity Overseas Fund 7,429 Shares ^ | Mutual Funds | — | — | $465K | 1.6% | |
| Fidelity Investments Fidelity Strategic Income Fund 35,077 Shares ^ | Mutual Funds | — | — | $407K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund 23,350 Shares ^ | Other securities | — | — | $386K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund 20,005 Shares ^ | Other securities | — | — | $372K | 1.3% | |
| Fidelity Investments Fidelity Investment Grade Bond Fund 45,070 Shares ^ | Mutual Funds | — | — | $319K | 1.1% | |
| Fidelity Investments Fidelity International Capital Appreciation Fund 11,315 Shares ^ | Mutual Funds | — | — | $312K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund 13,463 Shares ^ | Other securities | — | — | $300K | 1.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund 26,147 Shares ^ | Common Collective Trusts | — | — | $267K | 0.9% | |
| Fidelity Investments Fidelity Managed Income Portfolio Class 1 421,240 Shares ^ | Mutual Funds | — | — | $257K | 0.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $257K | 0.9% | |
| Fidelity Investments Fidelity Global Ex U.S. Index Fund 15,310 Shares ^ | Common Collective Trusts | — | — | $221K | 0.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund 7,712 Shares ^ | Common Collective Trusts | — | — | $213K | 0.8% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund 17,466 Shares ^ | Common Collective Trusts | — | — | $183K | 0.6% | |
| August 2025 to April 2029 - | Other securities | — | — | $106K | 0.4% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund Class Admin 1,961 Shares ^ | Other securities | — | — | $93K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund 5,245 Shares ^ | Other securities | — | — | $66K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund 2,814 Shares ^ | Other securities | — | — | $53K | 0.2% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund 3,947 Shares ^ | Common Collective Trusts | — | — | $35K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund 1,465 Shares ^ | Other securities | — | — | $24K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund 1,395 Shares ^ | Other securities | — | — | $17K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund 796 Shares ^ | Other securities | — | — | $12K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund 176 Shares ^ | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $4K |
| — |
