Original filing (PDF)20250827162330NAL0009762401001

ROHM SEMICONDUCTOR USA, LLC.

Name: ROHM SEMICONDUCTOR USA, LLC. — ROHM SEMICONDUCTOR USA, LLC SHARED SAVINGS PLAN, Form 5500 (2024)
Creator: ROHM SEMICONDUCTOR USA, LLC.

Form 5500

FILING_RECEIVED

ROHM SEMICONDUCTOR USA, LLC SHARED SAVINGS PLAN

401(k) retirement plan

Signals · 1

25% in single holding

Active participants

144

Accounts w/ balance

291

Plan assets (EOY)

$72.5M

Net assets (EOY)

$72.5M

How this plan invests

This plan

2 pooled trusts

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Fidelity Management Trust Company Fidelity Growth Company Fund" is 25% of plan.

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 ROHM SEMICONDUCTOR USA, LLC..

Plan sponsor

Name

ROHM SEMICONDUCTOR USA, LLC.

EIN

77-0471153

Address

10680 TREENA STREET · SUITE 540 · SAN DIEGO, CA · 92131

Phone

(858) 625-3689

Industry

Wholesale Tradesee 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

2025-08-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

DELAP LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$15K	—

Investments

30 direct securities · 2 pooled funds· $72.9M(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

$72.5M

30 holdings

Common Collective Trust

$342K

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Management Trust Company Fidelity Growth Company Fund	—	—	—	$18.2M	25.1%
Fidelity Management Trust Company Fidelity 500 Index	—	—	—	$10.3M	14.2%
Fidelity Management Trust Company Fidelity Mid Cap Index	—	—	—	$5.4M	7.4%
Fidelity Management Trust Company Fidelity Freedom Blend 2040 Fund Class K6	—	—	—	$5.0M	6.9%
Fidelity Management Trust Company Participant-directed brokerage accounts	—	—	—	$4.9M	6.8%
Fidelity Management Trust Company Fidelity Freedom Blend 2035 Fund Class K6	—	—	—	$4.0M	5.6%
Fidelity Management Trust Company Fidelity Freedom Blend 2030 Fund Class K6	—	—	—	$2.9M	4.1%
Fidelity Management Trust Company Fidelity Freedom Blend 2045 Fund Class K6	—	—	—	$2.8M	3.9%
Fidelity Management Trust Company Fidelity Treasury Only Money Market Fund	—	—	—	$2.6M	3.5%
Fidelity Management Trust Company Fidelity Freedom Blend 2025 Fund Class K6	—	—	—	$2.1M	2.9%
Fidelity Management Trust Company Fidelity Capital & Income Fund	—	—	—	$1.7M	2.3%
American Century Investment American Century Mid Cap Value Fund R6 Services, Inc. Class	—	—	—	$1.7M	2.3%
Fidelity Management Trust Company Fidelity Small Cap Index Fund	—	—	—	$1.6M	2.2%
Fidelity Management Trust Company Fidelity International Index Fund	—	—	—	$1.4M	1.9%
J.P. Morgan Chase & Co. J.P. Morgan Equity Income Fund Class R6	—	—	—	$1.3M	1.7%
Fidelity Management Trust Company Fidelity Freedom Blend 2050 Fund Class K6	—	—	—	$1.0M	1.4%
Fidelity Management Trust Company Fidelity Freedom Blend 2020 Fund Class K6	—	—	—	$983K	1.4%
Baird Asset Management Baird Core Plus Bond Fund Class Institutional	—	—	—	$876K	1.2%
Fidelity Management Trust Company Fidelity Freedom Blend 2010 Fund Class K6	—	—	—	$759K	1.0%
Fidelity Management Trust Company Fidelity Freedom Blend 2055 Fund Class K6	—	—	—	$706K	1.0%
Invesco Ltd Invesco Oppenheimer Developing Markets Fund Class R6	—	—	—	$385K	0.5%
Fidelity Management Trust Company Fidelity US Bond Index	—	—	—	$358K	0.5%
Galliard Capital Management Galliard Stable Return Fund C	—	—	—	$342K	0.5%
GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$342K	0.5%
Fidelity Management Trust Company Fidelity Freedom Blend Inc K6	—	—	—	$298K	0.4%
Dodge & Cox Funds Dodge & Cox International Stock Fund	—	—	—	$270K	0.4%
November 2029 and interest rates of 5.25% to 10.50% -	—	—	—	$226K	0.3%
The Vanguard Group, Inc. Vanguard Total International Bond Index Admiral	—	—	—	$172K	0.2%
Fidelity Management Trust Company Fidelity Freedom Blend 2060 Fund Class K6	—	—	—	$158K	0.2%
Fidelity Management Trust Company Fidelity Freedom Blend 2065 Fund Class K6	—	—	—	$83K	0.1%
Fidelity Management Trust Company Fidelity Freedom Blend 2015 Fund Class K6	—	—	—	$6K	<0.1%
GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001	Common Collective Trust	—	—	$0	<0.1%