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Original filing (PDF)20251007220213NAL0005007857001
APPLIED MATERIALS, INC.
Form 5500
FILING_RECEIVED
APPLIED MATERIALS, INC. SHORT TERM DISABILITY PLAN
Health & welfare plan
Signals · 3
100% in single holding~2133 bps in Sched C feesNo recordkeeper disclosed
Active participants
7,135
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$874K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Federated Government Obligations Fund Registered investment company" is 100% of plan.
- 2133 bps in Schedule C fees — 4002% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLIED MATERIALS, INC..
Plan sponsor
Name
APPLIED MATERIALS, INC.
EIN
94-1655526
Address
3050 BOWERS AVENUE, M/S 1221 · SANTA CLARA, CA · 95054
Phone
(408) 727-5555
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEDGWICK CMS | 36-2685608 | — | N/A | $243K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $60K | — |
Investments
1 direct security· $1.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Government Obligations Fund Registered investment company | — | — | $1.4M | $1.4M | 98.0% |
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