Form 5500 Search
Back to filter
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 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER-$19K

Investments

45 direct securities· $89.8M(99% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity Blue Chip Growth Fund Mutual Fund$9.3M10.2%
Fidelity 500 Index Fund Mutual Fund$8.7M9.5%
Fidelity Growth Company Fund Mutual Fund$7.8M8.5%
Fidelity Freedom 2035 Fund Mutual Fund$6.1M6.7%
Fidelity Contrafund Fund Mutual Fund$5.0M5.5%
Fidelity Freedom 2050 Fund Mutual Fund$4.4M4.9%
Fidelity Select Software and IT Services * Portfolio Mutual Fund$4.4M4.8%
Fidelity OTC Portfolio Mutual Fund$3.7M4.1%
Fidelity Total Market Index Fund Mutual Fund$3.6M4.0%
Fidelity Freedom 2030 Fund Mutual Fund$3.1M3.4%
Fidelity Government Money Market Fund Mutual Fund$2.9M3.2%
Fidelity Freedom 2040 Fund Mutual Fund$2.2M2.5%
Fidelity Freedom 2025 Fund Mutual Fund$1.8M2.0%
Fidelity Freedom 2045 Fund Mutual Fund$1.8M2.0%
Fidelity Freedom 2055 Fund Mutual Fund$1.7M1.9%
T. Rowe Price Dividend Growth Fund Mutual Fund$1.7M1.8%
Fidelity Extended Market Index Fund Mutual Fund$1.6M1.7%
Fidelity Freedom 2060 Fund Mutual Fund$1.4M1.5%
Fidelity Low-Priced Stock Fund Mutual Fund$1.3M1.4%
Fidelity Real Estate Investment Portfolio Mutual Fund$1.2M1.3%
Fidelity Puritan Fund Mutual Fund$1.1M1.3%
Fidelity Value Fund Mutual Fund$1.1M1.2%
Fidelity Select Medical Technology and * Devices Portfolio Mutual Fund$1.0M1.1%
Fidelity U.S. Bond Index Fund Mutual Fund$1.0M1.1%
Fidelity Freedom 2020 Fund Mutual Fund$1.0M1.1%
JPMorgan Equity Income Fund Mutual Fund$896K1.0%
Janus Henderson Enterprise Fund Mutual Fund$887K1.0%
Fidelity Select Energy Portfolio Mutual Fund$875K1.0%
Fidelity Total Bond Fund Mutual Fund$860K0.9%
Fidelity Small Cap Discovery Fund Mutual Fund$735K0.8%
Fidelity Small Cap Value Fund Mutual Fund$656K0.7%
Fidelity International Index Fund Mutual Fund$652K0.7%
Fidelity Select Consumer Staples Portfolio Mutual Fund$642K0.7%
Virtus Newfleet Multi-Sector Short Term * Bond Fund Mutual Fund$621K0.7%
Virtus AllianzGI Focused Growth Fund Mutual Fund$619K0.7%
American Century Small Cap Growth Fund Mutual Fund$560K0.6%
Fidelity Diversified International Fund Mutual Fund$558K0.6%
Fidelity Balanced Fund Mutual Fund$524K0.6%
Fidelity Overseas Fund Mutual Fund$504K0.6%
Fidelity Select Chemicals Portfolio Mutual Fund$381K0.4%
Fidelity Freedom 2010 Fund Mutual Fund$327K0.4%
Fidelity China Region Fund Mutual Fund$322K0.4%
Fidelity Freedom 2065 Fund Mutual Fund$144K0.2%
Fidelity Freedom Income Fund Mutual Fund$87K<0.1%
Fidelity Freedom 2015 Fund Mutual Fund$78K<0.1%

Related plans