Plan Snapshot
- Plan Sponsor: Tsmc North America INC
- Sponsor EIN: 770172737
- Sponsor Address: 2851 JUNCTION AVE, SAN JOSE, CA, 95134
- Plan Type: 401(k)
- Total Participants: 654
- Total Assets: $278.6M
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 | 654 | $278.6M | $5.2M | $13.7M |
| 2023 | 612 | $228.7M | $4.9M | $12.9M |
| 2022 | 567 | $183.9M | $4.4M | $11.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $97,812 | — | $97,812 |
| MOSS ADAMS LLP | ACCOUNTANT/AUDITOR | $27,300 | — | $27,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MOSS ADAMS LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,112
- Estimated Expense Ratio: 0.045% 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 | $137,925 | — | — | $27,300 | — |
| 2023 | $120,654 | — | $300 | $26,250 | — |
| 2022 | $122,899 | — | — | — | — |