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Original filing (PDF)20251010125727NAL0004627395002
ARM, INC.
Form 5500
FILING_RECEIVED
ARM, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
1,539
Accounts w/ balance
2,082
Plan assets (EOY)
$533.1M
Net assets (EOY)
$533.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Mutual fund" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARM, INC..
Plan sponsor
Name
ARM, INC.
EIN
98-0443443
Address
5707 SOUTHWEST PARKWAY · BUILDING 1, SUITE 100 · AUSTIN, TX · 78735
Phone
(408) 576-1508
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
MAXWELL LOCKE & RITTER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $148K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $60K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $894 | — |
Investments
18 direct securities · 12 pooled funds· $530.9M(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
$339.6M
18 holdings
Common Collective Trust
$191.2M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $140.4M | 26.3% | |
| Vanguard U.S. Growth Fund Adm Mutual fund | — | — | — | $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, | — | — | — | $20.0M | 3.7% | |
| exchange-traded funds, exchange-traded notes, interest-bearing cash and cash equivalents Fidelity Extended Market Index Fund Mutual fund | — | — | — | $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 | — | — | — | $15.3M | 2.9% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $14.7M | 2.7% | |
| Vanguard Federal Money Market Fund Mutual fund | — | — | — | $13.9M | 2.6% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $13.6M | 2.6% | |
| American Funds EuroPacific Growth Fund R6 Mutual fund | — | — | — | $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 | — | — | — | $9.5M | 1.8% | |
| BlackRock Total Return Fund K Mutual fund | — | — | — | $8.5M | 1.6% | |
| JPMorgan Mid Cap Value Fund R6 Mutual fund | — | — | — | $7.9M | 1.5% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $7.5M | 1.4% | |
| Fidelity Emerging Markets Index Fund Mutual fund | — | — | — | $6.3M | 1.2% | |
| DFA U.S. Targeted Value Portfolio Inst Mutual fund | — | — | — | $4.4M | 0.8% | |
| DFA Real Estate Securities Portfolio Inst Mutual fund | — | — | — | $3.4M | 0.6% | |
| Pioneer Strategic Income Fund K Mutual fund | — | — | — | $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 - | — | — | — | $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% |