How big is Zspace, Inc.'s plan?

Zspace, Inc.'s plan reported $15.6M in assets and 85 participants for 2024.

Original filing (PDF)20251013182411NAL0003838482001

Zspace, Inc.

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

Form 5500

FILING_RECEIVED

Zspace, Inc. 401(k) Plan

401(k) retirement plan · Zspace, Inc.'s Zspace, Inc. 401(k) Plan held $15.6M in plan assets for 85 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$15.6M

Net assets (EOY)

$15.6M

People on this filing

Erick Deoliveira signed Zspace, Inc.'s 2024 Form 5500 as plan administrator.

Erick Deoliveira — 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

Zspace, Inc.'s EIN is 35-2284050.

EIN 35-2284050

Plan number 001

Plan year 2024

ACK ID 20251013182411NAL0003838482001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Zspace, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

31 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 146K (12% of contributions).

Helping the score

Below-peer total plan cost (91st percentile).
High average account balance (85th percentile).

Plan sponsor

Name

ZSPACE, INC.

EIN

all filings

Address

2050 GATEWAY PL · SUITE 100-302 · SAN JOSE, CA · 95110

Phone

(408) 498-4050

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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$333	—

Investments

31 direct securities· $15.6M(100% of reported assets)

Mutual Funds

$6.2M

18 holdings

Common Collective Trusts

$5.5M

5 holdings

Self-Directed Brokerage

$2.6M

1 holding

Other securities

$1.3M

7 holdings

					% of plan
Fidelity 500 Index Fund Mutual fund †	Common Collective Trusts	—	—	$3.2M	20.8%
Fidelity BrokerageLink Self-directed brokerage account	Self-Directed Brokerage	—	—	$2.6M	16.9%
American Funds 2030 Trgt Date Ret Fund R6 Mutual fund	Mutual Funds	—	—	$1.9M	11.9%
American Funds 2040 Trgt Date Ret Fund R6 Mutual fund	Mutual Funds	—	—	$1.2M	7.9%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.0M	6.6%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$975K	6.2%
American Funds 2050 Trgt Date Ret Fund R6 Mutual fund	Mutual Funds	—	—	$911K	5.8%
JP Morgan Large Cap Growth R6 Mutual fund	Other securities	—	—	$450K	2.9%
PIMCO Income Fund Institutional Class Mutual fund	Mutual Funds	—	—	$350K	2.2%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$349K	2.2%
American Funds EuroPacific Growth Fund R6 Mutual fund	Mutual Funds	—	—	$317K	2.0%
Principal Real Estate Securities Fund R6 Mutual fund	Other securities	—	—	$233K	1.5%
Oakmark Fund R6 Class Mutual fund	Other securities	—	—	$182K	1.2%
T. Rowe Price Blue Chip Growth Fund Mutual fund	Other securities	—	—	$165K	1.1%
American Funds 2010 Trgt Date Ret Fund R6 Mutual fund	Mutual Funds	—	—	$155K	1.0%
Janus Henderson Triton Fund Class N Mutual fund	Mutual Funds	—	—	$154K	1.0%
American Funds American Balanced Fund R6 Mutual fund	Mutual Funds	—	—	$150K	1.0%
American Funds 2035 Trgt Date Ret Fund R6 Mutual fund	Mutual Funds	—	—	$149K	1.0%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$146K	0.9%
Janus Henderson Enterprise Fund N Mutual fund	Mutual Funds	—	—	$126K	0.8%
American Funds 2060 Trgt Date Ret Fund R6 Mutual fund	Mutual Funds	—	—	$124K	0.8%
through January 2030	Other securities	—	—	$124K	0.8%
MFS Mid Cap Value Fund Class R4 Mutual fund	Mutual Funds	—	—	$119K	0.8%
JP Morgan Emerging Markets Equity R6 Mutual fund	Other securities	—	—	$119K	0.8%
DFA U.S. Targeted Value Portfolio Class R1 Mutual fund	Mutual Funds	—	—	$79K	0.5%
Fidelity Total International Index Fund Mutual fund	Common Collective Trusts	—	—	$64K	0.4%
American Funds 2045 Trgt Date Ret Fund R6 Mutual fund	Mutual Funds	—	—	$40K	0.3%
TCW MetWest Total Return Bond Fund I Mutual fund	Other securities	—	—	$26K	0.2%
American Funds 2065 Trgt Date Ret Fund R6 Mutual fund	Mutual Funds	—	—	$23K	0.1%
American Funds American Mutual Fund R6 Mutual fund	Mutual Funds	—	—	$19K	0.1%
American Funds 2020 Trgt Date Ret Fund R6 Mutual fund	Mutual Funds	—	—	$6K	<0.1%