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Original filing (PDF)20250926115445NAL0010101264001
STATS CHIPPAC, INCORPORATED
Form 5500
FILING_RECEIVED
STATS CHIPPAC, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 2
1 failed disclosure26% in single holding
Active participants
45
Accounts w/ balance
103
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity Investments Fidelity Contrafund - Class K 349,297 Shares ^" is 26% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STATS CHIPPAC, INCORPORATED.
Plan sponsor
Name
STATS CHIPPAC, INCORPORATED
EIN
77-0463048
Address
880 N MCCARTHY BLVD · SUITE NO. 250 · MILPITAS, CA · 95035
Phone
(510) 979-8248
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
2025-09-26
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
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $631 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK, | 95-4575414 | — | ADVISOR | $15K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $4K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
34 direct securities · 1 pooled fund· $28.5M(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
$28.3M
34 holdings
Common Collective Trust
$257K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Contrafund - Class K 349,297 Shares ^ | — | — | — | $7.4M | 26.0% | |
| Fidelity Investments Fidelity 500 Index Fund 17,308 Shares ^ | — | — | — | $3.5M | 12.5% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund Advisor Class 28,862 Shares ^ | — | — | — | $2.2M | 7.8% | |
| Various Self-Directed Brokerage Accounts ^ | — | — | — | $2.1M | 7.4% | |
| MFS Mid Cap Growth Fund Class R3 62,276 Shares ^ | — | — | — | $1.8M | 6.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund 58,787 Shares ^ | — | — | — | $1.5M | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund 39,525 Shares ^ | — | — | — | $1.2M | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund 51,340 Shares ^ | — | — | — | $1.1M | 3.8% | |
| Fidelity Investments Fidelity Balanced Fund 32,243 Shares ^ | — | — | — | $953K | 3.4% | |
| Columbia Dividend Income Fund Class A 20,831 Shares ^ | — | — | — | $687K | 2.4% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund Class Admin 15,669 Shares ^ | — | — | — | $631K | 2.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund 18,197 Shares ^ | — | — | — | $615K | 2.2% | |
| Fidelity Investments Fidelity Government Money Market Fund 528,464 Shares ^ | — | — | — | $528K | 1.9% | |
| Fidelity Investments Fidelity Overseas Fund 7,429 Shares ^ | — | — | — | $465K | 1.6% | |
| Fidelity Investments Fidelity Strategic Income Fund 35,077 Shares ^ | — | — | — | $407K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund 23,350 Shares ^ | — | — | — | $386K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund 20,005 Shares ^ | — | — | — | $372K | 1.3% | |
| Fidelity Investments Fidelity Investment Grade Bond Fund 45,070 Shares ^ | — | — | — | $319K | 1.1% | |
| Fidelity Investments Fidelity International Capital Appreciation Fund 11,315 Shares ^ | — | — | — | $312K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund 13,463 Shares ^ | — | — | — | $300K | 1.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund 26,147 Shares ^ | — | — | — | $267K | 0.9% | |
| Fidelity Investments Fidelity Managed Income Portfolio Class 1 421,240 Shares ^ | — | — | — | $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 ^ | — | — | — | $221K | 0.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund 7,712 Shares ^ | — | — | — | $213K | 0.8% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund 17,466 Shares ^ | — | — | — | $183K | 0.6% | |
| August 2025 to April 2029 - | — | — | — | $106K | 0.4% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund Class Admin 1,961 Shares ^ | — | — | — | $93K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund 5,245 Shares ^ | — | — | — | $66K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund 2,814 Shares ^ | — | — | — | $53K | 0.2% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund 3,947 Shares ^ | — | — | — | $35K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund 1,465 Shares ^ | — | — | — | $24K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund 1,395 Shares ^ | — | — | — | $17K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund 796 Shares ^ | — | — | — | $12K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund 176 Shares ^ | — | — | — | $3K | <0.1% |
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