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Original filing (PDF)20251014105109NAL0005496962001
MICROTECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
MICROTECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
99
Accounts w/ balance
253
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
29 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 MICROTECHNOLOGIES LLC.
Plan sponsor
Name
MICROTECHNOLOGIES LLC
EIN
20-0909553
Address
220 CONGRESS PARK DR STE 138 · DELRAY BEACH, FL · 334454605
Phone
(703) 891-1073
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE HAMAKER CPA GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $15K | — |
Investments
29 direct securities· $8.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual funds | — | — | — | $1.4M | 16.3% | |
| Vanguard Target Retirement 2040 Mutual funds | — | — | — | $1.1M | 13.4% | |
| Vanguard Target Retirement 2045 Mutual funds | — | — | — | $1.1M | 13.4% | |
| Vanguard Target Retirement 2030 Mutual funds | — | — | — | $1.1M | 12.5% | |
| American Funds Growth Fund Mutual funds | — | — | — | $820K | 9.6% | |
| Vanguard Target Retirement 2025 Mutual funds | — | — | — | $648K | 7.6% | |
| Vanguard Target Retirement 2020 Mutual funds | — | — | — | $470K | 5.5% | |
| Vanguard Target Retirement 2055 Mutual funds | — | — | — | $388K | 4.6% | |
| American Funds New Persepective Mutual funds | — | — | — | $352K | 4.1% | |
| Vanguard Target Retirement 2050 Mutual funds | — | — | — | $227K | 2.7% | |
| Vanguard Target Retirement 2060 Mutual funds | — | — | — | $212K | 2.5% | |
| Participant Loans Interest rates ranging from 8.5% - 9.5% | — | — | — | $152K | 1.8% | |
| Vanguard Total Stock Market Index Mutual funds | — | — | — | $98K | 1.2% | |
| Vanguard Mid Cap Value Index Mutual funds | — | — | — | $71K | 0.8% | |
| Vanguard Target Retirement 2070 Mutual funds | — | — | — | $62K | 0.7% | |
| Vanguard Balance Index Fund Admiral Mutual funds | — | — | — | $53K | 0.6% | |
| Vanguard Target Retirement 2065 Mutual funds | — | — | — | $39K | 0.5% | |
| Vanguard Short-Term Investment-Grade Mutual funds | — | — | — | $38K | 0.5% | |
| Vanguard Target Retirement Index Mutual funds | — | — | — | $29K | 0.3% | |
| PIMCO Income Instl Mutual funds | — | — | — | $21K | 0.2% | |
| American Funds Washington Mutual funds | — | — | — | $19K | 0.2% | |
| Vanguard Federal Money Market Fund Interest bearing cash | — | — | — | $15K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral Mutual funds | — | — | — | $15K | 0.2% | |
| Vanguard Real Estate Index Fund Mutual funds | — | — | — | $12K | 0.1% | |
| Vanguard Total Intl Stock Index Mutual funds | — | — | — | $11K | 0.1% | |
| Janus Henderson Triton Fund Class I Mutual funds | — | — | — | $8K | <0.1% | |
| Vanguard Interm-Term Bond Index Mutual funds | — | — | — | $5K | <0.1% | |
| Vanguard Emerging Markets Stock Index Mutual funds | — | — | — | $4K | <0.1% | |
| DFA Commodity Strategy Institutional Mutual funds | — | — | — | $2K | <0.1% |