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Original filing (PDF)20250925171746NAL0009419952001
MONOLITHIC POWER SYSTEMS, INC.
Form 5500
FILING_RECEIVED
MONOLITHIC POWER SYSTEMS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
428
Accounts w/ balance
460
Plan assets (EOY)
$91.0M
Net assets (EOY)
$91.0M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONOLITHIC POWER SYSTEMS, INC..
Plan sponsor
Name
MONOLITHIC POWER SYSTEMS, INC.
EIN
77-0466789
Address
79 GREAT OAKS BLVD · SAN JOSE, CA · 95119
Phone
(408) 826-0600
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
2025-09-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
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
SILICON VALLEY ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$19K | — |
Investments
45 direct securities· $89.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual Fund | — | — | — | $9.3M | 10.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $8.7M | 9.5% | |
| Fidelity Growth Company Fund Mutual Fund | — | — | — | $7.8M | 8.5% | |
| Fidelity Freedom 2035 Fund Mutual Fund | — | — | — | $6.1M | 6.7% | |
| Fidelity Contrafund Fund Mutual Fund | — | — | — | $5.0M | 5.5% | |
| Fidelity Freedom 2050 Fund Mutual Fund | — | — | — | $4.4M | 4.9% | |
| Fidelity Select Software and IT Services * Portfolio Mutual Fund | — | — | — | $4.4M | 4.8% | |
| Fidelity OTC Portfolio Mutual Fund | — | — | — | $3.7M | 4.1% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $3.6M | 4.0% | |
| Fidelity Freedom 2030 Fund Mutual Fund | — | — | — | $3.1M | 3.4% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $2.9M | 3.2% | |
| Fidelity Freedom 2040 Fund Mutual Fund | — | — | — | $2.2M | 2.5% | |
| Fidelity Freedom 2025 Fund Mutual Fund | — | — | — | $1.8M | 2.0% | |
| Fidelity Freedom 2045 Fund Mutual Fund | — | — | — | $1.8M | 2.0% | |
| Fidelity Freedom 2055 Fund Mutual Fund | — | — | — | $1.7M | 1.9% | |
| T. Rowe Price Dividend Growth Fund Mutual Fund | — | — | — | $1.7M | 1.8% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $1.6M | 1.7% | |
| Fidelity Freedom 2060 Fund Mutual Fund | — | — | — | $1.4M | 1.5% | |
| Fidelity Low-Priced Stock Fund Mutual Fund | — | — | — | $1.3M | 1.4% | |
| Fidelity Real Estate Investment Portfolio Mutual Fund | — | — | — | $1.2M | 1.3% | |
| Fidelity Puritan Fund Mutual Fund | — | — | — | $1.1M | 1.3% | |
| Fidelity Value Fund Mutual Fund | — | — | — | $1.1M | 1.2% | |
| Fidelity Select Medical Technology and * Devices Portfolio Mutual Fund | — | — | — | $1.0M | 1.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $1.0M | 1.1% | |
| Fidelity Freedom 2020 Fund Mutual Fund | — | — | — | $1.0M | 1.1% | |
| JPMorgan Equity Income Fund Mutual Fund | — | — | — | $896K | 1.0% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $887K | 1.0% | |
| Fidelity Select Energy Portfolio Mutual Fund | — | — | — | $875K | 1.0% | |
| Fidelity Total Bond Fund Mutual Fund | — | — | — | $860K | 0.9% | |
| Fidelity Small Cap Discovery Fund Mutual Fund | — | — | — | $735K | 0.8% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $656K | 0.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $652K | 0.7% | |
| Fidelity Select Consumer Staples Portfolio Mutual Fund | — | — | — | $642K | 0.7% | |
| Virtus Newfleet Multi-Sector Short Term * Bond Fund Mutual Fund | — | — | — | $621K | 0.7% | |
| Virtus AllianzGI Focused Growth Fund Mutual Fund | — | — | — | $619K | 0.7% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $560K | 0.6% | |
| Fidelity Diversified International Fund Mutual Fund | — | — | — | $558K | 0.6% | |
| Fidelity Balanced Fund Mutual Fund | — | — | — | $524K | 0.6% | |
| Fidelity Overseas Fund Mutual Fund | — | — | — | $504K | 0.6% | |
| Fidelity Select Chemicals Portfolio Mutual Fund | — | — | — | $381K | 0.4% | |
| Fidelity Freedom 2010 Fund Mutual Fund | — | — | — | $327K | 0.4% | |
| Fidelity China Region Fund Mutual Fund | — | — | — | $322K | 0.4% | |
| Fidelity Freedom 2065 Fund Mutual Fund | — | — | — | $144K | 0.2% | |
| Fidelity Freedom Income Fund Mutual Fund | — | — | — | $87K | <0.1% | |
| Fidelity Freedom 2015 Fund Mutual Fund | — | — | — | $78K | <0.1% |
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