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Original filing (PDF)20250923084349NAL0006108833001
INTERDIGITAL, INC.
Form 5500
FILING_RECEIVED
INTERDIGITAL SAVINGS AND PROTECTION PLAN
401(k) retirement plan
Active participants
216
Accounts w/ balance
439
Plan assets (EOY)
$138.2M
Net assets (EOY)
$138.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERDIGITAL, INC..
Plan sponsor
Name
INTERDIGITAL, INC.
EIN
82-4936666
Address
200 BELLEVUE PKWY · SUITE 300 · WILMINGTON, DE · 19809
Phone
(302) 281-3615
Industry
Professional & Technical Servicessee 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
2025-09-23
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT ADVISORY | $120K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKER | $150 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
26 direct securities · 1 pooled fund· $145.8M(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
$138.1M
26 holdings
Common Collective Trust
$7.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment companies | — | — | — | $26.1M | 18.9% | |
| JPMorgan Large Cap Growth Fund Class R6 Registered investment companies | — | — | — | $16.6M | 12.0% | |
| Vanguard Target Retirement 2030 Fund Registered investment companies | — | — | — | $12.1M | 8.7% | |
| Vanguard Target Retirement 2040 Fund Registered investment companies | — | — | — | $11.5M | 8.3% | |
| Vanguard Equity-Income Admiral Fund Registered investment companies | — | — | — | $9.3M | 6.7% | |
| Stable Pooled Fund* Investments in common trusts | — | — | — | $7.7M | 5.6% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $7.7M | 5.6% | |
| InterDigital Stock Fund* Employer Stock Fund | — | — | — | $6.4M | 4.6% | |
| Vanguard Target Retirement 2050 Fund Registered investment companies | — | — | — | $5.8M | 4.2% | |
| Dodge & Cox Income Fund Class I Registered investment companies | — | — | — | $5.7M | 4.1% | |
| Vanguard Small Cap Index I Fund Registered investment companies | — | — | — | $5.4M | 3.9% | |
| American Funds EuroPacific Growth Fund Class R6 Registered investment companies | — | — | — | $4.6M | 3.3% | |
| American Century Mid Cap Value Fund Class R6 Registered investment companies | — | — | — | $4.4M | 3.2% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 Registered investment companies | — | — | — | $4.1M | 3.0% | |
| Vanguard Real Estate Index Admiral Fund Registered investment companies | — | — | — | $3.1M | 2.2% | |
| BlackRock High Yield Bond Institutional Fund Registered investment companies | — | — | — | $2.4M | 1.7% | |
| Fidelity Small Cap Growth Fund Class K6 Registered investment companies | — | — | — | $2.3M | 1.6% | |
| Vanguard Total Bond Market Index Admiral Fund Registered investment companies | — | — | — | $2.2M | 1.6% | |
| Vanguard Target Retirement 2020 Fund Registered investment companies | — | — | — | $2.1M | 1.5% | |
| Fidelity Advisor Focused Emerging Markets I Fund Registered investment companies | — | — | — | $1.5M | 1.1% | |
| Undiscovered Managers Behavioral Value Fund Class R6 Registered investment companies | — | — | — | $1.5M | 1.1% | |
| Vanguard Target Retirement Income Investment Fund Registered investment companies | — | — | — | $1.4M | 1.0% | |
| Vanguard Target Retirement 2060 Fund Registered investment companies | — | — | — | $1.3M | 1.0% | |
| State Street Bank & Trust* Cash | — | — | — | $170K | 0.1% | |
| Notes Receivable with interest rates Notes Receivable from Participants* between 4.25% and 9.50% | — | — | — | $161K | 0.1% | |
| Personal Choice Retirement Account Self-directed brokerage account | — | — | — | $102K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered investment companies | — | — | — | $52K | <0.1% |
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