Plan Snapshot
- Plan Sponsor: Alpha & Omega Semiconductor, INC.
- Sponsor EIN: 770553536
- Sponsor Address: 475 OAKMEAD PKWY, SUNNYVALE, CA, 94085
- Plan Type: 401(k)
- Total Participants: 741
- Total Assets: $105.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 741 | $105.3M | $1.9M | $10.5M |
| 2023 | 769 | $83.0M | $2.2M | $9.0M |
| 2022 | 790 | $63.6M | $1.0M | $8.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JENSEN FINANCIAL SERVICES INC | ADVISOR | $74,447 | — | $74,447 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $62,205 | — | $62,205 |
| SENSIBA | ACCOUNTANT/AUDITOR | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SENSIBA — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,652
- Estimated Expense Ratio: 0.144% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $151,652 | $74,447 | — | $15,000 | — |
| 2023 | $108,436 | $56,833 | — | $7,000 | — |
| 2022 | -$963 | — | — | — | — |