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Original filing (PDF)20251009082049NAL0006283233001
SYMBOTIC LLC
Form 5500
FILING_RECEIVED
SYMBOTIC LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,681
Accounts w/ balance
1,891
Plan assets (EOY)
$89.7M
Net assets (EOY)
$88.9M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 75% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYMBOTIC LLC.
Plan sponsor
Name
SYMBOTIC LLC
EIN
20-8782926
Address
200 RESEARCH DRIVE · WILMINGTON, MA · 01887
Phone
(978) 284-2800
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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $109K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $70K | — |
Investments
43 direct securities· $89.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value Fidelity 500 Index Mutual Fund | — | — | — | $17.5M | 19.5% | |
| American Funds 2050 Target Date Retire R6 Mutual Fund | — | — | — | $6.9M | 7.6% | |
| American Funds 2060 Target Date Retire R6 Mutual Fund | — | — | — | $5.2M | 5.9% | |
| American Funds 2055 Target Date Retire R6 Mutual Fund | — | — | — | $5.2M | 5.8% | |
| American Funds 2045 Target Date Retire R6 Mutual Fund | — | — | — | $5.0M | 5.6% | |
| American Funds 2035 Target Date Retire R6 Mutual Fund | — | — | — | $3.9M | 4.4% | |
| American Funds 2030 Target Date Retire R6 Mutual Fund | — | — | — | $3.7M | 4.1% | |
| American Funds 2040 Target Date Retire R6 Mutual Fund | — | — | — | $3.7M | 4.1% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $3.4M | 3.7% | |
| Fidelity International Index Mutual Fund | — | — | — | $3.3M | 3.7% | |
| Fidelity Advisor Equity Growth Z Mutual Fund | — | — | — | $3.2M | 3.6% | |
| American Funds 2025 Target Date Retire R6 Mutual Fund | — | — | — | $3.1M | 3.5% | |
| American Funds New World R6 Mutual Fund | — | — | — | $2.4M | 2.7% | |
| T. Rowe Price Science/Technology Fund Mutual Fund | — | — | — | $2.3M | 2.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $2.2M | 2.5% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $1.9M | 2.2% | |
| T. Rowe Price Dividend Growth Mutual Fund | — | — | — | $1.6M | 1.8% | |
| through December 2054 - | — | — | — | $1.5M | 1.7% | |
| American Funds 2065 Target Date Retire R6 Mutual Fund | — | — | — | $1.5M | 1.7% | |
| Key Guaranteed Portfolio Fund Fixed Annuity Contract | — | — | — | $1.4M | 1.6% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $1.0M | 1.2% | |
| American Funds Europacific Growth R6 Mutual Fund | — | — | — | $993K | 1.1% | |
| T. Rowe Price Small Cap Stock Mutual Fund | — | — | — | $778K | 0.9% | |
| Principal Mid Cap Institutional Mutual Fund | — | — | — | $735K | 0.8% | |
| American Funds 2020 Target Date Retire R6 Mutual Fund | — | — | — | $728K | 0.8% | |
| T. Rowe Price Spectrum Income Mutual Fund | — | — | — | $689K | 0.8% | |
| JP Morgan Equity Income R6 Mutual Fund | — | — | — | $615K | 0.7% | |
| JP Morgan High Yield Select Mutual Fund | — | — | — | $542K | 0.6% | |
| J Hancock Bond R6 Mutual Fund | — | — | — | $522K | 0.6% | |
| AB Small Cap Growth Adv Mutual Fund | — | — | — | $498K | 0.6% | |
| Vanguard International Value Portfolio Mutual Fund | — | — | — | $470K | 0.5% | |
| Victory Integrity Small Cap Value R6 Mutual Fund | — | — | — | $407K | 0.5% | |
| PIMCO Real Return Admin Mutual Fund | — | — | — | $394K | 0.4% | |
| MacQuarie Mid Cap Growth R6 Mutual Fund | — | — | — | $380K | 0.4% | |
| Victory Sycamore Established Value R Mutual Fund | — | — | — | $359K | 0.4% | |
| Vaneck CM Commodity Index I Mutual Fund | — | — | — | $350K | 0.4% | |
| Victory Sycamore Small Co Opportunity R Mutual Fund | — | — | — | $342K | 0.4% | |
| American Funds 2015 Target Date Retire R6 Mutual Fund | — | — | — | $167K | 0.2% | |
| Neuberger Berman Genesis Trust Fund Mutual Fund | — | — | — | $166K | 0.2% | |
| Victory Fund for Income R Mutual Fund | — | — | — | $114K | 0.1% | |
| MassMutual Mid Cap Growth A Mutual Fund | — | — | — | $87K | <0.1% | |
| American Funds 2010 Target Date Retire R6 Mutual Fund | — | — | — | $40K | <0.1% | |
| Fidelity Advisor International Small Cap I Mutual Fund | — | — | — | $7K | <0.1% |
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