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Original filing (PDF)20251003142127NAL0001507025001
MAKERBOT INDUSTRIES INC
Form 5500
FILING_RECEIVED
MAKERBOT INDUSTRIES INC 401(K) PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
99
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
18 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 (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAKERBOT INDUSTRIES INC.
Plan sponsor
Name
MAKERBOT INDUSTRIES INC
EIN
26-4086627
Address
55 WATER ST, 51ST FLOOR · NEW YORK, NY · 10041
Phone
(347) 676-3871
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
2025-10-03
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
METZ & ASSOCIATES, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURORA PRIVATE WEALTH INC | 47-4814591 | — | ADVISOR | $25K | — |
Investments
17 direct securities· $8.1M(82% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Fund Mutual Fund | — | — | — | $2.0M | 19.8% | |
| Fidelity Freedom 2055 Fund Mutual Fund | — | — | — | $1.8M | 18.5% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.1M | 11.2% | |
| Fidelity Freedom 2045 Fund Mutual Fund | — | — | — | $968K | 9.7% | |
| Fidelity Freedom 2060 Fund Mutual Fund | — | — | — | $788K | 7.9% | |
| Fidelity Freedom 2035 Fund Mutual Fund | — | — | — | $377K | 3.8% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $306K | 3.1% | |
| Fidelity Freedom 2030 Fund Mutual Fund | — | — | — | $266K | 2.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $130K | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $82K | 0.8% | |
| Participant Loans Interest rates from 5.25% to 9.50% | — | — | — | $77K | 0.8% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $63K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $55K | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $45K | 0.5% | |
| Fidelity Freedom Income Fund Mutual Fund 820 * Fidelity Government Money Market Fund Money Market Fund | — | — | — | $24K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard International Growth Fund Mutual Fund | — | — | — | $6K | <0.1% |
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