Lochie Hausman-PELS signed ARM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ARM, Inc.'s EIN is 98-0443443.
Download the official 2024 Form 5500 (PDF) for ARM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ARM, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $148K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $10K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $140.4M | 26.3% | |
| Vanguard U.S. Growth Fund Adm Mutual fund | Mutual Funds | — | — | $40.7M | 7.6% | |
| T. ROWE PRICE RET 2040 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $36.8M | 6.9% | |
| T. ROWE PRICE RET 2045 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $33.5M | 6.3% | |
| T. ROWE PRICE RET 2035 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $32.0M | 6.0% | |
| T. ROWE PRICE RET 2050 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $25.1M | 4.7% | |
| T. ROWE PRICE RET 2030 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $20.7M | 3.9% | |
| Self-Directed Brokerage Accounts Mutual funds, common stock, | Self-Directed Brokerage | — | — | $20.0M | 3.7% | |
| exchange-traded funds, exchange-traded notes, interest-bearing cash and cash equivalents Fidelity Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $18.1M | 3.4% | |
| T. ROWE PRICE RET 2055 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $17.8M | 3.3% | |
| MFS Value Fund R6 Mutual fund | Mutual Funds | — | — | $15.3M | 2.9% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $14.7M | 2.7% | |
| Vanguard Federal Money Market Fund Mutual fund | Mutual Funds | — | — | $13.9M | 2.6% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $13.6M | 2.6% | |
| American Funds EuroPacific Growth Fund R6 Mutual fund | Mutual Funds | — | — | $11.1M | 2.1% | |
| T. ROWE PRICE RET 2060 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $11.0M | 2.1% | |
| T. ROWE PRICE RET 2025 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $10.2M | 1.9% | |
| T. Rowe Price QM U.S. Small Cap Growth Equity Fund I Mutual fund | Other securities | — | — | $9.5M | 1.8% | |
| BlackRock Total Return Fund K Mutual fund | Other securities | — | — | $8.5M | 1.6% | |
| JPMorgan Mid Cap Value Fund R6 Mutual fund | Other securities | — | — | $7.9M | 1.5% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $7.5M | 1.4% | |
| Fidelity Emerging Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $6.3M | 1.2% | |
| DFA U.S. Targeted Value Portfolio Inst Mutual fund | Mutual Funds | — | — | $4.4M | 0.8% | |
| DFA Real Estate Securities Portfolio Inst Mutual fund | Mutual Funds | — | — | $3.4M | 0.6% | |
| Pioneer Strategic Income Fund K Mutual fund | Other securities | — | — | $2.7M | 0.5% | |
| T. ROWE PRICE RET 2020 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| T. ROWE PRICE RET 2015 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| Participant Loans Interest rates: 4.25% - 9.50% - 0 - | Bonds / Notes | — | — | $1.4M | 0.3% | |
| T. ROWE PRICE RET 2005 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $42K | <0.1% | |
| T. ROWE PRICE RET 2010 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $60K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $894 | — |
