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Original filing (PDF)20251015193418NAL0011236706001
MAXEON AMERICAS, INC.
Form 5500
FILING_RECEIVED
MAXEON AMERICAS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
151
Accounts w/ balance
147
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
32 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
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXEON AMERICAS, INC..
Plan sponsor
Name
MAXEON AMERICAS, INC.
EIN
86-3127847
Address
51 RIO ROBLES DR. · SAN JOSE, CA · 95134
Phone
(626) 884-4756
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Investments
32 direct securities· $14.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $2.6M | 17.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.8M | 12.3% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.3M | 9.3% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $929K | 6.5% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund | — | — | — | $882K | 6.2% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $816K | 5.7% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $799K | 5.6% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $788K | 5.5% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund | — | — | — | $670K | 4.7% | |
| Fidelity Government Money Market Fund Class K6 Mutual Fund | — | — | — | $630K | 4.4% | |
| American Century Ultra Fund R6 Class Mutual Fund | — | — | — | $575K | 4.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $452K | 3.2% | |
| Fidelity BrokerageLink Self-directed brokerage account | — | — | — | $367K | 2.6% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $253K | 1.8% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $209K | 1.5% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $193K | 1.3% | |
| Fidelity Freedom Index Retirement Fund Institutional Premium * Class Mutual Fund | — | — | — | $173K | 1.2% | |
| Fidelity Total Bond K6 Fund Mutual Fund | — | — | — | $147K | 1.0% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund | — | — | — | $99K | 0.7% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $92K | 0.6% | |
| American Funds EUPAC Fund Class R-6 Mutual Fund | — | — | — | $90K | 0.6% | |
| Putnam Small Cap Growth Fund Class R6 Mutual Fund | — | — | — | $78K | 0.5% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual Fund | — | — | — | $77K | 0.5% | |
| maturing through December * Notes receivables from participants 2029 - | — | — | — | $71K | 0.5% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual Fund | — | — | — | $70K | 0.5% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund | — | — | — | $61K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $47K | 0.3% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual Fund | — | — | — | $40K | 0.3% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $25K | 0.2% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $15K | 0.1% | |
| Dodge & Cox Stock Fund Class X Mutual Fund | — | — | — | $10K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund | — | — | — | $2K | <0.1% |
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