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Original filing (PDF)20251014061241NAL0003282832001
24M TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
24M TECHNOLOGIES INC 401(K) PLAN
401(k) retirement plan
Active participants
153
Accounts w/ balance
226
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
26 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 24M TECHNOLOGIES INC.
Plan sponsor
Name
24M TECHNOLOGIES INC
EIN
27-2867875
Address
130 BROOKLINE ST · SUITE 200 · CAMBRIDGE, MA · 02139
Phone
(617) 553-1012
Industry
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
CITRIN COPPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
Investments
26 direct securities· $12.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 21.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 18.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.8M | 14.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 12.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $572K | 4.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $390K | 3.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $363K | 3.0% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $296K | 2.4% | |
| GOLDMAN SACHS EMERGING MKTS R6 | Registered Investment Companies | — | — | $290K | 2.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $261K | 2.1% | |
| COL SELIGMAN TECH AND INFO I2 | Registered Investment Companies | — | — | $239K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $235K | 1.9% | |
| FEDERATED KAUFMANN SMALL CAP I | Registered Investment Companies | — | — | $151K | 1.2% | |
| COLUMBIA OVERSEAS VALUE I2 | Registered Investment Companies | — | — | $142K | 1.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $134K | 1.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $124K | 1.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $123K | 1.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $109K | 0.9% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $97K | 0.8% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $70K | 0.6% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $55K | 0.4% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $39K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $27K | 0.2% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $26K | 0.2% | |
| AQR LG CAP DEFENSIVE STYLE R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $5K | <0.1% |
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