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Original filing (PDF)20251003132311NAL0001451697001
QORVO US, INC.
Form 5500
FILING_RECEIVED
QORVO 401(K) PLAN
401(k) retirement plan
Active participants
4,547
Accounts w/ balance
6,254
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
30 pooled trusts
Schedule D
38 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 (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QORVO US, INC..
Plan sponsor
Name
QORVO US, INC.
EIN
95-3654013
Address
2300 NE BROOKWOOD PARKWAY · HILLSBORO, OR · 97124
Phone
(503) 615-9190
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
3I · Requires investment in employer securities
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
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 | $101K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $82K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBF CPAS LLP | 82-1030164 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
22 direct securities · 30 pooled funds· $1.5B(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
$939.0M
30 holdings
Uncategorized
$540.8M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $210.5M | 16.9% | |
| Fidelity Investments Contrafund Commingled Pool | — | — | — | $196.8M | 15.8% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $196.8M | 15.8% | |
| TRP RET HYB 2030 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $89.9M | 7.2% | |
| TRP RET HYB 2035 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $79.4M | 6.4% | |
| TRP RET HYB 2040 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $70.4M | 5.6% | |
| TRP RET HYB 2025 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $58.0M | 4.7% | |
| Fidelity Investments Money Market Government Portfolio Class I | — | — | — | $47.0M | 3.8% | |
| TRP RET HYB 2045 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $42.5M | 3.4% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $42.4M | 3.4% | |
| JP Morgan Mid Cap Value Fund Class L | — | — | — | $38.3M | 3.1% | |
| JP Morgan Equity Income R6 | — | — | — | $34.3M | 2.7% | |
| TRP RET HYB 2050 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $33.2M | 2.7% | |
| TRP RET HYB 2055 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $32.9M | 2.6% | |
| Fidelity Investments Capital & Income Fund | — | — | — | $27.0M | 2.2% | |
| Various Mutual funds | — | — | — | $23.4M | 1.9% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $21.3M | 1.7% | |
| Various Common stocks | — | — | — | $21.2M | 1.7% | |
| Spartan Extended Market Index Pool Class C | — | — | — | $18.8M | 1.5% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $18.8M | 1.5% | |
| Spartan Total International Index Pool Class C | — | — | — | $18.7M | 1.5% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $18.7M | 1.5% | |
| TRP RET HYB 2020 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $18.5M | 1.5% | |
| American Beacon Funds Small Cap Value Fund Class R5 | — | — | — | $17.0M | 1.4% | |
| T. Rowe Price Integrated Small Cap Growth Equity Fund | — | — | — | $16.5M | 1.3% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $14.8M | 1.2% | |
| Various Certificates of deposit and money market | — | — | — | $12.8M | 1.0% | |
| Dodge & Cox Income Fund Class X | — | — | — | $12.5M | 1.0% | |
| DFA Emerging Markets Portfolio Institutional Class | — | — | — | $9.9M | 0.8% | |
| 9.50% maturing through 2053) - | — | — | — | $9.7M | 0.8% | |
| Dodge & Cox International Stock Fund Class X | — | — | — | $9.4M | 0.8% | |
| Nuveen Funds Real Estate Securities Fund Class I | — | — | — | $4.3M | 0.3% | |
| PIMCO Funds Real Return Fund Institutional Class | — | — | — | $3.1M | 0.2% | |
| Qorvo, Inc. Common Stock | — | — | $2.6M | $2.8M | 0.2% | |
| TRP RET HYB 2015 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $2.5M | 0.2% | |
| TRP RET HYB 2010 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $2.1M | 0.2% | |
| Various Other | — | — | — | $1.3M | 0.1% | |
| DFA International Small Company Portfolio Institutional Class | — | — | — | $1.2M | <0.1% | |
| TRP RET HYB 2005 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $1.0M | <0.1% | |
| TRP RET HYB 2060 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $70K | <0.1% | |
| TRP RET HYB 2065 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $67K | <0.1% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |