How big is Sphero, Inc.'s plan?

Sphero, Inc.'s plan reported $7.1M in assets and 84 participants for 2024.

Original filing (PDF)20251014181250NAL0003543873001

Sphero, Inc.

Name: Sphero, Inc. — Sphero Retirement Savings Plan, Form 5500 (2024)
Creator: Sphero, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sphero Retirement Savings Plan

401(k) retirement plan · Sphero, Inc.'s Sphero Retirement Savings Plan held $7.1M in plan assets for 84 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Lindsay Vaiceliunas signed Sphero, Inc.'s 2024 Form 5500 as plan administrator.

Lindsay Vaiceliunas — 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

Sphero, Inc.'s EIN is 27-1947501.

EIN 27-1947501

Plan number 001

Plan year 2024

ACK ID 20251014181250NAL0003543873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sphero, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 SPHERO, INC..

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (91st percentile).

Plan sponsor

Name

SPHERO, INC.

EIN

all filings

Address

7121 B SHELBY AVE - DOCK 85 · GREENVILLE, TX · 75402

Phone

(720) 312-2389

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Investments

39 direct securities· $7.0M(99% of reported assets)

Mutual Funds

$4.6M

19 holdings

Common Collective Trusts

$2.0M

9 holdings

Other securities

$273K

9 holdings

Self-Directed Brokerage

$146K

1 holding

U.S. Treasuries

$11K

1 holding

					% of plan
Fidelity Freedom 2050 Fund Class K6 Mutual Fund N/A	Mutual Funds	—	—	$1.2M	17.6%
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.1M	15.3%
Fidelity Freedom 2045 Fund Class K6 Mutual Fund N/A	Mutual Funds	—	—	$751K	10.6%
Fidelity Freedom 2055 Fund Class K6 Mutual Fund N/A	Mutual Funds	—	—	$726K	10.2%
Fidelity Freedom 2035 Fund Class K6 Mutual Fund N/A	Mutual Funds	—	—	$515K	7.3%
Fidelity Total Market Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$357K	5.0%
Fidelity Blue Chip Growth Fund Mutual Fund N/A	Mutual Funds	—	—	$325K	4.6%
Fidelity Freedom 2060 Fund Class K6 Mutual Fund N/A	Mutual Funds	—	—	$228K	3.2%
Fidelity Freedom 2040 Fund Class K6 Mutual Fund N/A	Mutual Funds	—	—	$220K	3.1%
Fidelity U.S. Bond Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$176K	2.5%
Fidelity Large Cap Stock Fund Mutual Fund N/A	Mutual Funds	—	—	$172K	2.4%
Fidelity International Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$149K	2.1%
Fidelity Brokerage Link Self-Directed Brokerage Accounts N/A	Self-Directed Brokerage	—	—	$146K	2.1%
Fidelity Select Technology Portfolio Mutual Fund N/A	Mutual Funds	—	—	$117K	1.7%
Morgan Stanley Institutional Fund Growth Portfolio Class A Mutual Fund N/A	Other securities	—	—	$117K	1.6%
Fidelity Extended Market Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$85K	1.2%
AB Small Cap Growth Portfolio Class Z Mutual Fund N/A	Other securities	—	—	$77K	1.1%
Fidelity Global ex U.S. Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$72K	1.0%
Fidelity Balanced Fund Mutual Fund N/A	Mutual Funds	—	—	$69K	1.0%
Fidelity Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$60K	0.8%
Fidelity Freedom 2030 Fund Class K6 Mutual Fund N/A	Mutual Funds	—	—	$55K	0.8%
Invesco Gold & Special Minerals Fund Class R6 Mutual Fund N/A	Mutual Funds	—	—	$39K	0.6%
Fidelity Freedom 2065 Fund Class K6 Mutual Fund N/A	Mutual Funds	—	—	$37K	0.5%
Fidelity Mid Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$31K	0.4%
RBC Emerging Markets Equity Fund Class R6 Mutual Fund N/A	Other securities	—	—	$28K	0.4%
Janus Henderson Enterprise Fund Class T Mutual Fund N/A	Mutual Funds	—	—	$24K	0.3%
Glenmede Small Cap Equity Portfolio Class Advisor Mutual Fund N/A	Other securities	—	—	$18K	0.3%
Fidelity Multi-Asset Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$17K	0.2%
Pimco Real Return Fund Mutual Fund N/A 560 * Fidelity International Capital Appreciation K6 Fund Mutual Fund N/A 120 * Notes receivable from participants Maturing 2026-2028 at interest rates of 8.50% - 9.50% -	Mutual Funds	—	—	$15K	0.2%
Fidelity Select Gold Portfolio Mutual Fund N/A	Mutual Funds	—	—	$14K	0.2%
Cohen & Steers Realty Shares Fund Class A Mutual Fund N/A	Other securities	—	—	$11K	0.2%
JPMorgan Government Bond Fund Class R6 Mutual Fund N/A	U.S. Treasuries	—	—	$11K	0.2%
Fidelity China Region Fund Mutual Fund N/A	Mutual Funds	—	—	$9K	0.1%
JPMorgan Small Cap Value Fund Class R6 Mutual Fund N/A	Other securities	—	—	$9K	0.1%
Fidelity Overseas Mutual Fund N/A	Mutual Funds	—	—	$6K	<0.1%
Parnassus Mid-Cap Mutual Fund N/A	Other securities	—	—	$6K	<0.1%
Loomis Sayles Core Plus Bond Fund Class Y Mutual Fund N/A	Other securities	—	—	$5K	<0.1%
Fidelity Government Money Market Fund Class K6 Mutual Fund N/A	Mutual Funds	—	—	$2K	<0.1%
Virtus Ceredex Mid-Cap Value Equity Fund Class I Mutual Fund N/A	Other securities	—	—	$1K	<0.1%