How big is Symbotic LLC's plan?

Symbotic LLC's plan reported $89.7M in assets and 1,681 participants for 2024.

Original filing (PDF)20251009082049NAL0006283233001

Symbotic LLC

Name: Symbotic LLC — Symbotic LLC 401(k) Plan, Form 5500 (2024)
Creator: Symbotic LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Symbotic LLC 401(k) Plan

401(k) retirement plan · Symbotic LLC's Symbotic LLC 401(k) Plan held $89.7M in plan assets for 1,681 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,681

Accounts w/ balance

1,891

Plan assets (EOY)

$89.7M

Net assets (EOY)

$88.9M

People on this filing

Daniel Fowler signed Symbotic LLC's 2024 Form 5500 as plan administrator.

Daniel Fowler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Symbotic LLC's EIN is 20-8782926.

EIN 20-8782926

Plan number 001

Plan year 2024

ACK ID 20251009082049NAL0006283233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Symbotic LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Symbotic LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYMBOTIC LLC.

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How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

SYMBOTIC LLC

EIN

all filings

Address

200 RESEARCH DRIVE · WILMINGTON, MA · 01887

Phone

(978) 284-2800

Industry

Manufacturing

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$73K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$70K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC

Investments

42 direct securities· $71.9M(80% of reported assets)

Mutual Funds

$57.5M

22 holdings

Other securities

$12.9M

17 holdings

Common Collective Trusts

$1.2M

2 holdings

Common Stocks

$342K

1 holding

					% of plan
American Funds 2050 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$6.9M	7.6%
American Funds 2060 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$5.2M	5.9%
American Funds 2055 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$5.2M	5.8%
American Funds 2045 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$5.0M	5.6%
American Funds 2035 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$3.9M	4.4%
American Funds 2030 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$3.7M	4.1%
American Funds 2040 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$3.7M	4.1%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$3.4M	3.7%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$3.3M	3.7%
Fidelity Advisor Equity Growth Z Mutual Fund	Mutual Funds	—	—	$3.2M	3.6%
American Funds 2025 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$3.1M	3.5%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$2.4M	2.7%
T. Rowe Price Science/Technology Fund Mutual Fund	Other securities	—	—	$2.3M	2.6%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$2.2M	2.5%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$1.9M	2.2%
T. Rowe Price Dividend Growth Mutual Fund	Other securities	—	—	$1.6M	1.8%
through December 2054 -	Other securities	—	—	$1.5M	1.7%
American Funds 2065 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$1.5M	1.7%
Key Guaranteed Portfolio Fund Fixed Annuity Contract	Other securities	—	—	$1.4M	1.6%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$1.0M	1.2%
American Funds Europacific Growth R6 Mutual Fund	Mutual Funds	—	—	$993K	1.1%
T. Rowe Price Small Cap Stock Mutual Fund	Other securities	—	—	$778K	0.9%
Principal Mid Cap Institutional Mutual Fund	Other securities	—	—	$735K	0.8%
American Funds 2020 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$728K	0.8%
T. Rowe Price Spectrum Income Mutual Fund	Other securities	—	—	$689K	0.8%
JP Morgan Equity Income R6 Mutual Fund	Other securities	—	—	$615K	0.7%
JP Morgan High Yield Select Mutual Fund	Other securities	—	—	$542K	0.6%
J Hancock Bond R6 Mutual Fund	Other securities	—	—	$522K	0.6%
AB Small Cap Growth Adv Mutual Fund	Other securities	—	—	$498K	0.6%
Vanguard International Value Portfolio Mutual Fund	Mutual Funds	—	—	$470K	0.5%
Victory Integrity Small Cap Value R6 Mutual Fund	Other securities	—	—	$407K	0.5%
PIMCO Real Return Admin Mutual Fund	Mutual Funds	—	—	$394K	0.4%
MacQuarie Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$380K	0.4%
Victory Sycamore Established Value R Mutual Fund	Other securities	—	—	$359K	0.4%
Vaneck CM Commodity Index I Mutual Fund	Other securities	—	—	$350K	0.4%
Victory Sycamore Small Co Opportunity R Mutual Fund	Common Stocks	—	—	$342K	0.4%
American Funds 2015 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$167K	0.2%
Neuberger Berman Genesis Trust Fund Mutual Fund	Common Collective Trusts	—	—	$166K	0.2%
Victory Fund for Income R Mutual Fund	Other securities	—	—	$114K	0.1%
MassMutual Mid Cap Growth A Mutual Fund	Other securities	—	—	$87K	<0.1%
American Funds 2010 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$40K	<0.1%
Fidelity Advisor International Small Cap I Mutual Fund	Mutual Funds	—	—	$7K	<0.1%