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Original filing (PDF)20250919122605NAL0001080115001
MICRODESK, LLC.
Form 5500
FILING_RECEIVED
SYMETRI 401(K) PLAN
401(k) retirement plan
Active participants
424
Accounts w/ balance
519
Plan assets (EOY)
$37.7M
Net assets (EOY)
$37.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICRODESK, LLC..
Plan sponsor
Name
MICRODESK, LLC.
EIN
04-3238199
Address
10 TARA BOULEVARD, SUITE 420 · NASHUA, NH · 03062
Phone
(603) 657-3828
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $64K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
25 direct securities · 1 pooled fund· $37.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$32.6M
24 holdings
Mutual Funds
$4.2M
1 holding
Common Collective Trust
$540K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Large Cap Growth Index Fund | — | — | — | $4.4M | 11.7% | |
| s * Fidelity Investments 500 Index Fund | Mutual Funds | — | — | $4.2M | 11.3% | |
| Fidelity Investments Freedom Index 2055 Fund Institutional Premium Class | — | — | — | $3.8M | 10.2% | |
| Fidelity Investments Freedom Index 2035 Fund Institutional Premium Class | — | — | — | $3.7M | 9.8% | |
| Fidelity Investments Freedom Index 2045 Fund Institutional Premium Class | — | — | — | $3.4M | 9.0% | |
| Fidelity Investments Freedom Index 2040 Fund Institutional Premium Class | — | — | — | $3.2M | 8.4% | |
| Fidelity Investments Freedom Index 2050 Fund Institutional Premium Class | — | — | — | $3.1M | 8.2% | |
| Fidelity Investments Large Cap Value Index Fund | — | — | — | $1.6M | 4.2% | |
| Fidelity Investments Freedom Index 2030 Fund Institutional Premium Class | — | — | — | $1.5M | 4.0% | |
| Fidelity Investments International Index Fund | — | — | — | $1.5M | 3.9% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $1.3M | 3.5% | |
| Fidelity Investments Freedom Index 2060 Fund Institutional Premium Class | — | — | — | $1.2M | 3.3% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $1.1M | 2.9% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $858K | 2.3% | |
| Fidelity Investments Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $717K | 1.9% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $540K | 1.4% | |
| Fidelity Investments Freedom Index 2020 Fund Institutional Premium Class | — | — | — | $376K | 1.0% | |
| Fidelity Investments Emerging Markets Index Fund | — | — | — | $260K | 0.7% | |
| Fidelity Investments Freedom Index Income Fund Institutional Premium Class | — | — | — | $219K | 0.6% | |
| Parnassus Investments Core Equity Fund IS | — | — | — | $98K | 0.3% | |
| Fidelity Investments Freedom Index 2015 Fund Institutional Premium Class | — | — | — | $72K | 0.2% | |
| Fidelity Investments International Bond Index Fund | — | — | — | $71K | 0.2% | |
| Fidelity Investments Freedom Index Inc Institutional Premium Class | — | — | — | $53K | 0.1% | |
| Fidelity Investments Freedom Index 2010 Fund Institutional Premium Class | — | — | — | $14K | <0.1% | |
| Fidelity Investments Real Estate Index Fund | — | — | — | $13K | <0.1% | |
| Money Market Fund * Fidelity Investments Government Money Market Fund - Class K6 | — | — | — | $9K | <0.1% |