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Original filing (PDF)20250624214139NAL0007611025001
LIQUID ROBOTICS, INC.
Form 5500
FILING_RECEIVED
LIQUID ROBOTICS, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
115
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIQUID ROBOTICS, INC..
Plan sponsor
Name
LIQUID ROBOTICS, INC.
EIN
20-8190286
Address
460 HERNDON PKWY · HERNDON, VA · 20170
Phone
(408) 636-4287
Industry
Engineering Services· 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
2025-06-24
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $594 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | JERSEY CITY, NJ | ADVISOR | $0 | — |
Investments
30 direct securities · 1 pooled fund· $18.2M(100% 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
$17.4M
30 holdings
Common Collective Trust
$755K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $4.0M | 21.8% | |
| T. Rowe Price Retirement 2040 Fund Mutual fund | — | — | — | $2.7M | 14.6% | |
| T. Rowe Price Retirement 2045 Fund Mutual fund | — | — | — | $1.7M | 9.4% | |
| T. Rowe Price Retirement 2035 Fund Mutual fund | — | — | — | $1.3M | 7.1% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $1.1M | 6.1% | |
| T. Rowe Price Retirement 2055 Fund Mutual fund | — | — | — | $815K | 4.5% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $755K | 4.1% | |
| T. Rowe Price Retirement 2030 Fund Mutual fund | — | — | — | $712K | 3.9% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $707K | 3.9% | |
| T. Rowe Price Retirement 2025 Fund Mutual fund | — | — | — | $605K | 3.3% | |
| T. Rowe Price Retirement 2050 Fund Mutual fund | — | — | — | $586K | 3.2% | |
| Fidelity Advisor New Insights Fund Mutual fund | — | — | — | $450K | 2.5% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $409K | 2.2% | |
| T. Rowe Price Retirement 2060 Fund Mutual fund | — | — | — | $318K | 1.7% | |
| T. Rowe Price Retirement 2020 Fund Mutual fund | — | — | — | $276K | 1.5% | |
| PGIM High-Yield Fund Mutual fund | — | — | — | $237K | 1.3% | |
| Janus Henderson Triton Fund Mutual fund | — | — | — | $231K | 1.3% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $228K | 1.3% | |
| BlackRock Equity Dividend Fund Mutual fund | — | — | — | $215K | 1.2% | |
| Victory Sycamore Established Value Fund Mutual fund | — | — | — | $163K | 0.9% | |
| maturing through December 2029 | — | — | — | $129K | 0.7% | |
| Janus Henderson Enterprise Fund Mutual fund | — | — | — | $110K | 0.6% | |
| Fidelity Advisor Large Cap Fund Mutual fund | — | — | — | $110K | 0.6% | |
| Franklin Mutual Global Discovery Fund Mutual fund | — | — | — | $87K | 0.5% | |
| Invesco Diversified Dividend Fund Mutual fund | — | — | — | $72K | 0.4% | |
| MFS International Value Fund Mutual fund | — | — | — | $59K | 0.3% | |
| T. Rowe Price Retirement Balance Mutual fund | — | — | — | $46K | 0.3% | |
| Fidelity Advisor Materials Fund Mutual fund | — | — | — | $36K | 0.2% | |
| Goldman Sachs Small Cap Value Fund Mutual fund | — | — | — | $31K | 0.2% | |
| PGIM Total Return Bond Fund Mutual fund | — | — | — | $20K | 0.1% | |
| Templeton Foreign Fund Mutual fund | — | — | — | $6K | <0.1% |
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