Employers › Stats Chippac
Recordkeeping fees per participant · Stats Chippac, Inc. 401(k) Plan and Trust · plan year 2024
$6.13
Higher than 5% of the 14,075 plans $10 to 50M that report it.
= $631 / 103
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926115445NAL0010101264001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926115445NAL0010101264001, received 2025-09-26
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-26.
Administrative expenses excluding investment management, per participant
$6.13
Higher than 3% of the 24,371 plans $10 to 50M that report it.
= $631 / 103
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926115445NAL0010101264001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926115445NAL0010101264001, received 2025-09-26
Administrative expenses per participant
$49.38
Higher than 16% of the 25,098 plans $10 to 50M that report it.
= $5,086 / 103
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926115445NAL0010101264001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926115445NAL0010101264001, received 2025-09-26
Administrative expenses as a share of assets
0.018%
Higher than 6% of the 25,132 plans $10 to 50M that report it.
= $5,086 / $28,341,988
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926115445NAL0010101264001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926115445NAL0010101264001, received 2025-09-26
Employer contributions per participant
$2,843
Higher than 70% of the 24,050 plans $10 to 50M that report it.
= $292,855 / 103
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926115445NAL0010101264001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926115445NAL0010101264001, received 2025-09-26
Employer share of total contributions
24.7%
Higher than 39% of the 24,084 plans $10 to 50M that report it.
= $292,855 / $1,185,156
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926115445NAL0010101264001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926115445NAL0010101264001, received 2025-09-26
Plan terms are described in Stats Chippac, Incorporated's SEC filings: Form 10-K filed 2004-03-12. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926115445NAL0010101264001, received 2025-09-26
| Field | Value | Source |
|---|---|---|
| Plan sponsor | STATS CHIPPAC, INCORPORATED | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Plan name | STATS CHIPPAC, INC. 401(K) PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Sponsor EIN / plan number | 77-0463048 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Sponsor location | MILPITAS, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Industry (business code) | 334410, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Filing received | 2025-09-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Participants, beginning of year | 105 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Active participants | 45 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Participants, end of year | 107 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Participants with an account balance | 103 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Total assets, beginning of year | $25,951,445 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Total assets, end of year | $28,341,988 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Net assets, end of year | $28,341,988 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Total income | $5,566,000 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Net income | $2,390,543 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Employer contributions | $292,855 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Participant contributions | $892,301 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Total contributions | $1,185,156 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Benefit payments | $3,170,371 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Total expenses (incl. benefit payments) | $3,175,457 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Total administrative expenses | $5,086 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Recordkeeping fees | $631 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Investment advisory and management fees | $4,455 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Administrative expenses excluding investment management | $631 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Held in common/collective trusts | $256,806 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Held in mutual funds | $25,768,071 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926115445NAL0010101264001, received 2025-09-26 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926115445NAL0010101264001, received 2025-09-26 |
Position = column in the DOL layout for form year 2024. Filing 20250926115445NAL0010101264001, received 2025-09-26.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK, | ADVISOR | 26 Investment advisory (participants); 51 Investment management fees paid directly by plan | $15,354 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $4,455 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $631 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250926115445NAL0010101264001, received 2025-09-26.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $25,951,445 | $28,341,988 | 9.2% |
| Participants with a balance | 102 | 103 | 1.0% |
| Administrative expenses | $5,971 | $5,086 | -14.8% |
| Recordkeeping fees per participant | $7.05 | $6.13 | -13.1% |
| Employer contributions | $298,919 | $292,855 | -2.0% |
Prior filing 20240923174832NAL0006835875001, received 2024-09-23; the plan years are contiguous.
Sponsor name as filed: STATS CHIPPAC, INCORPORATED; SEC registrant: STATS CHIPPAC, INC. (CIK 1093779, matched by EIN).