Original filing (PDF)20251015153609NAL0002566147001

CALVARY DESIGN TEAM, INC. DBA CALVARY ROBOTICS

Name: CALVARY DESIGN TEAM, INC. DBA CALVARY ROBOTICS — CALVARY DESIGN TEAM, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CALVARY DESIGN TEAM, INC. DBA CALVARY ROBOTICS

Form 5500

FILING_RECEIVED

CALVARY DESIGN TEAM, INC. 401(K) PLAN

401(k) retirement plan

Active participants

233

Accounts w/ balance

348

Plan assets (EOY)

$39.8M

Net assets (EOY)

$39.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALVARY DESIGN TEAM, INC. DBA CALVARY ROBOTICS.

Plan sponsor

Name

CALVARY DESIGN TEAM, INC. DBA CALVARY ROBOTICS

DBA

CALVARY AUTOMATION SYSTEMS, INC.

EIN

06-1468155

Address

855 PUBLISHERS PARKWAY · WEBSTER, NY · 14580

Phone

(585) 347-6127

Industry

Manufacturingsee 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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$63K	—

Investments

1 pooled fund· $1.9M(5% 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.