Plan Snapshot
- Plan Sponsor: Stats Chippac, Incorporated
- Sponsor EIN: 770463048
- Sponsor Address: 880 N MCCARTHY BLVD, MILPITAS, CA, 95035
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $28.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 45 | $28.3M | $292,855 | $892,301 |
| 2023 | 42 | $26.0M | $298,919 | $879,980 |
| 2022 | 46 | $24.0M | $312,017 | $845,184 |
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 |
|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK, | ADVISOR | $15,354 | — | $15,354 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,354
- Estimated Expense Ratio: 0.054% 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 | $5,086 | $4,455 | — | — | — |
| 2023 | $5,971 | $5,252 | — | — | — |
| 2022 | $4,943 | $4,543 | — | — | — |