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Original filing (PDF)20251006173014NAL0002068067001
MICROCHIP TECHNOLOGY INCORPORATED
Form 5500
FILING_RECEIVED
MICROCHIP TECHNOLOGY INCORPORATED SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
6,662
Accounts w/ balance
8,680
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
18 pooled trusts
Schedule D
42 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 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICROCHIP TECHNOLOGY INCORPORATED.
Plan sponsor
Name
MICROCHIP TECHNOLOGY INCORPORATED
EIN
86-0629024
Address
2355 WEST CHANDLER BOULEVARD · CHANDLER, AZ · 85224
Phone
(480) 792-7598
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
2025-10-06
Pension benefit codes
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
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 | $159K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $339K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $23K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
27 direct securities · 18 pooled funds· $1.6B(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.
Common Collective Trust
$924.5M
18 holdings
Uncategorized
$704.9M
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $217.7M | 13.5% | |
| Fidelity Management Trust Company FID 500 INDEX | — | — | — | $178.1M | 11.1% | |
| Fidelity Management Trust Company Brokerage Link | — | — | — | $158.0M | 9.8% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $138.6M | 8.6% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $120.9M | 7.5% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $105.4M | 6.5% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $94.2M | 5.8% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $71.9M | 4.5% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $45.8M | 2.8% | |
| Fidelity Management Trust Company FIMM GOVT INST | — | — | — | $44.7M | 2.8% | |
| Fidelity Management Trust Company FID TOTAL BOND | — | — | — | $32.8M | 2.0% | |
| Janus Henderson J H ENTERPRISE N | — | — | — | $32.5M | 2.0% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $30.3M | 1.9% | |
| Putnam Investments PUTN LG CAP VAL R6 | — | — | — | $28.5M | 1.8% | |
| Fidelity Management Trust Company FID BALANCED K | — | — | — | $26.5M | 1.6% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $25.8M | 1.6% | |
| Fidelity Management Trust Company FID LOW PRICED STK K | — | — | — | $20.6M | 1.3% | |
| Fidelity Management Trust Company FID INTL DISCOV K6 | — | — | — | $19.7M | 1.2% | |
| Fidelity Management Trust Company Fid Mip CL 2 | — | — | — | $19.2M | 1.2% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $18.9M | 1.2% | |
| Fidelity Management Trust Company FID CAPITAL & INCOME | — | — | — | $18.4M | 1.1% | |
| Fidelity Management Trust Company FIDELITY GOVT INCOME | — | — | — | $18.1M | 1.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $18.0M | 1.1% | |
| Fidelity Management Trust Company FID INTL INDEX | — | — | — | $17.6M | 1.1% | |
| Fidelity Management Trust Company FID EXTD MKT IDX | — | — | — | $17.5M | 1.1% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $14.8M | 0.9% | |
| Fidelity Management Trust Company FID SMALL CAP VALUE | — | — | — | $13.5M | 0.8% | |
| GQG EMRG MKTS EQ INV | — | — | — | $11.8M | 0.7% | |
| Fidelity Management Trust Company FID VALUE K | — | — | — | $11.3M | 0.7% | |
| Fidelity Management Trust Company FID SM CAP IDX | — | — | — | $11.1M | 0.7% | |
| Participant loans with maturity dates through March 2041 and interest rates ranging from Plan participants 3.25% to 10.50% -0- | — | — | — | $9.7M | 0.6% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $8.7M | 0.5% | |
| Loomis Sayles LOOMIS SM CP GRTH N | — | — | — | $8.1M | 0.5% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $6.7M | 0.4% | |
| Cohen & Steers COHEN & STEERS RLTY | — | — | — | $5.4M | 0.3% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $3.8M | 0.2% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $3.1M | 0.2% | |
| Fidelity Management Trust Company Fimm Govt CL I | — | — | — | $900K | <0.1% | |
| Fidelity Management Trust Company FID MGD RET 2030 K6 | — | — | — | $330K | <0.1% | |
| Fidelity Management Trust Company FID MGD RET 2025 K6 | — | — | — | $248K | <0.1% | |
| Fidelity Management Trust Company FID MGD RET 2010 K6 | — | — | — | $122K | <0.1% | |
| Fidelity Management Trust Company FID MGD RET INC K6 | — | — | — | $74K | <0.1% | |
| Fidelity Management Trust Company FID MGD RET 2020 K6 | — | — | — | $56K | <0.1% | |
| AS EMRG MKTS EQ E WELLS FARGO BANK, N.A. · EIN 83-6759450 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |