How big is ROHM Semiconductor USA, LLC.'s plan?

ROHM Semiconductor USA, LLC.'s plan reported $72.5M in assets and 144 participants for 2024.

Original filing (PDF)20250827162330NAL0009762401001

ROHM Semiconductor USA, LLC.

Name: ROHM Semiconductor USA, LLC. — ROHM Semiconductor, Form 5500 (2024)
Creator: ROHM Semiconductor USA, LLC.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ROHM Semiconductor USA, LLC Shared Savings Plan

401(k) retirement plan · ROHM Semiconductor USA, LLC.'s ROHM Semiconductor USA, LLC Shared Savings Plan held $72.5M in plan assets for 144 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

25% in single holdingSelf-directed brokerage offered

Active participants

144

Accounts w/ balance

291

Plan assets (EOY)

$72.5M

Net assets (EOY)

$72.5M

People on this filing

Ingrid Johnson signed ROHM Semiconductor USA, LLC.'s 2024 Form 5500 as plan administrator.

Ingrid Johnson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ROHM Semiconductor USA, LLC.'s EIN is 77-0471153.

EIN 77-0471153

Plan number 001

Plan year 2024

ACK ID 20250827162330NAL0009762401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROHM Semiconductor USA, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROHM Semiconductor USA, LLC.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROHM SEMICONDUCTOR USA, LLC..

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ROHM SEMICONDUCTOR USA, LLC.

EIN

all filings

Address

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

Phone

(858) 625-3689

Industry

Wholesale Trade

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

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.

Mutual Funds

$49.9M

21 holdings

Common Collective Trusts

$13.3M

3 holdings

Self-Directed Brokerage

$4.9M

1 holding

Common Stocks

$2.9M

2 holdings

Other securities

$1.2M

2 holdings

Common Collective Trust

$342K

2 holdings

Bonds / Notes

$226K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$67.3M American Century$1.7M Invesco$385K Galliard$342K Dodge & Cox$270K Vanguard$172K

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2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

DELAP LLP

Trustee / custodian

—

Trustee phone

—

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

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