Allegro Microsystems, LLC Employees' Retirement Savings Plan — Form 5500 plan (Allegro Microsystems)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Allegro Microsystems, LLC Employees' Retirement Savings Plan is a benefit plan reported by Allegro Microsystems under EIN 22-3056180 and plan number 001. The latest loaded filing year is 2023. The filing reports 992 participants and $234,636,927 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allegro Microsystems
EIN
22-3056180
Plan number
001
Plan type
2
Location
Manchester, NH
Latest filing year
2023
Participants
992
End-of-year plan assets
$234,636,927

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023992H, C20240909171318NAL0011052562001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$234,636,927
Total liabilities (EOY)
$0
Net assets (EOY)
$234,636,927
Net assets (BOY)
$196,347,436

Income & contributions

Employer contributions
$5,421,081
Participant contributions
$10,938,390
Total contributions
$19,384,051
Total income / additions
$57,326,834

Expenses & distributions

Benefits paid
$18,854,068
Administrative expenses
$181,945
Total expenses
$19,037,343
Net increase / (decrease)
$38,289,491

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$95,950$02023
Strategic Advisors, Inc.ADVISOR$69,977not reported in the loaded dataset2023
SageviewINVESTMENT ADVISOR$16,018not reported in the loaded dataset2023

Related Form 5500 pages