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Original filing (PDF)20250708162656NAL0011334962001
POWER INTEGRATIONS, INC.
Form 5500
FILING_RECEIVED
POWER INTEGRATIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
336
Accounts w/ balance
509
Plan assets (EOY)
$146.0M
Net assets (EOY)
$146.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWER INTEGRATIONS, INC..
Plan sponsor
Name
POWER INTEGRATIONS, INC.
EIN
94-3065014
Address
5245 HELLYER AVE · SAN JOSE, CA · 95138
Phone
(408) 414-9200
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
2025-07-08
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MILLER, KAPLAN, ARASE & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $34K | — |
Investments
26 direct securities · 1 pooled fund· $154.0M(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
$146.0M
26 holdings
Common Collective Trust
$8.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual Fund | — | — | — | $28.5M | 19.5% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $21.1M | 14.4% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $12.9M | 8.9% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $12.8M | 8.8% | |
| Fidelity Managed Income Portfolio A Common/Collective Trust | — | — | — | $8.0M | 5.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.0M | 5.5% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $7.5M | 5.2% | |
| Self-Directed Brokerage Accounts Common Stocks | — | — | — | $5.9M | 4.1% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $5.8M | 4.0% | |
| Vanguard International Growth Fund Mutual Fund | — | — | — | $5.7M | 3.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $4.8M | 3.3% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $4.4M | 3.0% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $4.2M | 2.9% | |
| Pioneer Bond Fund Mutual Fund | — | — | — | $3.4M | 2.3% | |
| Self-Directed Brokerage Accounts Unit Investment Trusts | — | — | — | $3.4M | 2.3% | |
| Self-Directed Brokerage Accounts Cash | — | — | — | $3.2M | 2.2% | |
| T. Rowe Price Mid Cap Value Fund Mutual Fund | — | — | — | $3.1M | 2.1% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $3.0M | 2.1% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $2.2M | 1.5% | |
| Vanguard High Yield Corporate Fund Mutual Fund | — | — | — | $2.1M | 1.4% | |
| Fidelity Government Money Market Mutual Fund | — | — | — | $1.8M | 1.3% | |
| 9.50% through January 2040 | — | — | — | $935K | 0.6% | |
| Self-Directed Brokerage Accounts Government Bond | — | — | — | $367K | 0.3% | |
| Self-Directed Brokerage Accounts Preferred Stocks | — | — | — | $234K | 0.2% | |
| Vanguard Primecap Fund Mutual Fund | — | — | — | $209K | 0.1% | |
| Self-Directed Brokerage Accounts Certificate of Deposit | — | — | — | $206K | 0.1% | |
| Self-Directed Brokerage Accounts External Fund | — | — | — | $62K | <0.1% |
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