Plan Snapshot
- Plan Sponsor: Diodes Incorporated
- Sponsor EIN: 952039518
- Sponsor Address: 4949 HEDGCOXE ROAD MAIL STOP 100, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $127.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 420 | $127.5M | $1.6M | $6.3M |
| 2023 | 458 | $120.3M | $1.9M | $6.6M |
| 2022 | 438 | $103.3M | $1.2M | $4.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $67,427 | — | $67,427 |
| REGIONS BANK DBA REGIONS TRUST | Investment Advisor | $55,000 | — | $55,000 |
| PENSION ASSURANCE LLP | Auditor | $12,250 | — | $12,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,677
- Estimated Expense Ratio: 0.106% 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 | $135,387 | $55,000 | $15,562 | — | — |
| 2023 | $127,042 | $55,000 | $61,201 | $10,500 | — |
| 2022 | $104,079 | $57,500 | $46,579 | — | — |