Plan Snapshot
- Plan Sponsor: Infineon Technologies Americas Corp.
- Sponsor EIN: 951528961
- Sponsor Address: 640 NORTH MCCARTHY BOULEVARD, MILPITAS, CA, 95035
- Plan Type: 401(k)
- Total Participants: 3,569
- Total Assets: $1.7B
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 | 3,569 | $1.7B | $41.8M | $57.5M |
| 2023 | 3,720 | $1.5B | $44.2M | $57.2M |
| 2022 | 3,888 | $1.3B | $43.6M | $54.6M |
| 2019 | 2,028 | $641.2M | $0 | $0 |
| 2018 | 1,976 | $527.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $357,265 | — | $357,265 |
| CAPFINANCIAL PARTNERS LLC | NONE | $131,730 | — | $131,730 |
| FISHER INVESTMENTS | NONE | $34,849 | — | $34,849 |
| STEELPEAK WEALTH LLC | NONE | $26,172 | — | $26,172 |
| WESTMOUNT PARTNERS LLC | NONE | $15,819 | — | $15,819 |
| CHARLES SCHWAB & CO., INC | NONE | $14,128 | — | $14,128 |
| TROUTMAN SANDERS LLP | NONE | $12,038 | — | $12,038 |
| BKD, LLP | NONE | $8,400 | — | $8,400 |
| LARSON FINANCIAL SERVICES INC | NONE | $6,411 | — | $6,411 |
| CORIENT PRIVATE WEALTH LLC | NONE | $5,004 | — | $5,004 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- FISHER INVESTMENTS — NONE
- STEELPEAK WEALTH LLC — NONE
- CHARLES SCHWAB & CO., INC — NONE
- TROUTMAN SANDERS LLP — NONE
- BKD, LLP — NONE
- CORIENT PRIVATE WEALTH LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $611,816
- Estimated Expense Ratio: 0.035% 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 | $629,980 | $261,974 | — | $11,550 | — |
| 2023 | $304,615 | $123,292 | — | — | — |
| 2022 | $211,134 | $132,642 | — | — | $47,712 |
| 2019 | $163,438 | $106,496 | — | — | $28,122 |
| 2018 | $103,129 | $72,831 | — | — | $7,184 |