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Original filing (PDF)20250808124331NAL0002622531001
TSMC WASHINGTON, LLC
Form 5500
FILING_RECEIVED
TSMC WASHINGTON 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
946
Accounts w/ balance
1,305
Plan assets (EOY)
$273.8M
Net assets (EOY)
$273.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TSMC WASHINGTON, LLC.
Plan sponsor
Name
TSMC WASHINGTON, LLC
EIN
91-1725015
Address
5509 NW PARKER STREET · CAMAS, WA · 98607
Phone
(360) 817-3162
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
2025-08-08
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PERKINS & COMPANY, PC
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 | $97K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 2 pooled funds· $282.7M(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
$216.0M
30 holdings
Common Collective Trust
$66.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID OTC POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 143 | Common Collective Trust | — | — | $57.8M | 21.1% | |
| Fidelity 500 Index Fund Mutual fund a | — | — | — | $34.1M | 12.5% | |
| Self-directed brokerage accounts Self-directed accounts a | — | — | — | $22.2M | 8.1% | |
| Fidelity Low-Priced Stock Fund Mutual fund a | — | — | — | $15.1M | 5.5% | |
| Fidelity Contrafund Fund Mutual fund a | — | — | — | $15.0M | 5.5% | |
| Fidelity Mid Cap Index Mutual fund a | — | — | — | $14.1M | 5.1% | |
| Fidelity Freedom 2035 Fund Mutual fund a | — | — | — | $13.3M | 4.8% | |
| Fidelity Freedom 2040 Fund Mutual fund a | — | — | — | $12.7M | 4.6% | |
| Fidelity Freedom 2030 Fund Mutual fund a | — | — | — | $10.4M | 3.8% | |
| Fidelity Managed Income Portfolio Common/collective trust fund a | — | — | — | $8.9M | 3.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.9M | 3.2% | |
| Fidelity Diversified International Fund Mutual fund a | — | — | — | $8.0M | 2.9% | |
| Fidelity Freedom 2045 Fund Mutual fund a | — | — | — | $7.2M | 2.6% | |
| Fidelity Freedom 2025 Fund Mutual fund a | — | — | — | $6.6M | 2.4% | |
| Fidelity Freedom 2050 Fund Mutual fund a | — | — | — | $5.8M | 2.1% | |
| Fidelity Freedom 2055 Fund Mutual fund a | — | — | — | $5.4M | 2.0% | |
| Fidelity Investment Grade Bond Fund Mutual fund a | — | — | — | $4.1M | 1.5% | |
| Columbia Small Cap Fund Mutual fund a | — | — | — | $3.9M | 1.4% | |
| Fidelity Freedom 2060 Fund Mutual fund a | — | — | — | $3.8M | 1.4% | |
| Fidelity Government Money Market Fund Mutual fund a | — | — | — | $3.5M | 1.3% | |
| Fidelity Freedom 2020 Fund Mutual fund a | — | — | — | $3.1M | 1.1% | |
| JPM Equity Income Fund Mutual fund a | — | — | — | $3.0M | 1.1% | |
| Fidelity Total Bond Mutual fund a | — | — | — | $2.9M | 1.1% | |
| Participant Loans 4.25% to 9.50% - | — | — | — | $2.6M | 1.0% | |
| Fidelity Global US Index Fund Mutual fund a | — | — | — | $2.5M | 0.9% | |
| American Century Small Cap Value Fund Mutual fund a | — | — | — | $2.0M | 0.7% | |
| MFS Mid Cap Growth Fund Mutual fund a | — | — | — | $1.9M | 0.7% | |
| Fidelity Freedom 2065 Fund Mutual fund a | — | — | — | $1.9M | 0.7% | |
| Fidelity Freedom 2015 Fund Mutual fund a | — | — | — | $880K | 0.3% | |
| Fidelity Freedom Income Fund Mutual fund a | — | — | — | $846K | 0.3% | |
| Fidelity Freedom 2010 Fund Mutual fund a | — | — | — | $327K | 0.1% | |
| Fidelity Freedom 2070 Fund Mutual fund a | — | — | — | $6K | <0.1% |
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