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Original filing (PDF)20250806174114NAL0003059395001
XPERI INC.
Form 5500
FILING_RECEIVED
XPERI INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
695
Accounts w/ balance
1,972
Plan assets (EOY)
$387.6M
Net assets (EOY)
$387.6M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XPERI INC..
Plan sponsor
Name
XPERI INC.
EIN
83-4470363
Address
5220 LAS VIRGENES ROAD · CALABASAS, CA · 91302
Phone
(818) 436-1000
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
2025-08-06
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | INVESTMENT ADVISOR | $123K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 95-4345526 | — | ACCOUNTANT/AUDITOR | $13K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities· $386.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $90.3M | 23.3% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | — | — | — | $48.3M | 12.5% | |
| American Funds 2040 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $23.3M | 6.0% | |
| American Funds 2035 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $23.0M | 5.9% | |
| Fully benefit-responsive investment contract New York Life Guaranteed Interest Account Guaranteed Interest Account | — | — | — | $21.4M | 5.5% | |
| Janus Henderson Balanced Fund Mutual Fund | — | — | — | $20.8M | 5.4% | |
| American Funds 2030 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $20.1M | 5.2% | |
| American Funds 2045 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $14.6M | 3.8% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $13.4M | 3.5% | |
| American Funds 2050 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $12.8M | 3.3% | |
| American Funds 2025 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $10.2M | 2.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $9.9M | 2.6% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $8.3M | 2.1% | |
| Metropolitan West Total Return Bond Fund Mutual Fund | — | — | — | $7.8M | 2.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $6.5M | 1.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $5.8M | 1.5% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $5.6M | 1.5% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $5.3M | 1.4% | |
| American Funds 2055 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $5.2M | 1.3% | |
| Investments BWG High Yield Fund Mutual Fund | — | — | — | $4.8M | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $4.6M | 1.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $4.1M | 1.1% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $3.0M | 0.8% | |
| American Funds 2020 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $2.7M | 0.7% | |
| American Century Mid Cap Value Fund Mutual Fund | — | — | — | $2.6M | 0.7% | |
| Invesco Real Estate Fund Mutual Fund | — | — | — | $2.1M | 0.6% | |
| American Funds New World Fund Mutual Fund | — | — | — | $2.0M | 0.5% | |
| American Funds Inflation Linked Bond Fund Mutual Fund | — | — | — | $1.9M | 0.5% | |
| American Funds 2060 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1.7M | 0.4% | |
| American Funds 2010 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1.6M | 0.4% | |
| BNY Mellon Global Fixed Income Fund Mutual Fund | — | — | — | $1.1M | 0.3% | |
| American Funds 2065 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $954K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $214K | <0.1% |