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Original filing (PDF)20251013182411NAL0003838482001
ZSPACE, INC.
Form 5500
FILING_RECEIVED
ZSPACE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
116
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
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 (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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZSPACE, INC..
Plan sponsor
Name
ZSPACE, INC.
EIN
35-2284050
Address
2050 GATEWAY PL · SUITE 100-302 · SAN JOSE, CA · 95110
Phone
(408) 498-4050
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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
ABBOTT, STRINGHAM & LYNCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund † | — | — | — | $3.2M | 20.8% | |
| Fidelity BrokerageLink Self-directed brokerage account | — | — | — | $2.6M | 16.9% | |
| American Funds 2030 Trgt Date Ret Fund R6 Mutual fund | — | — | — | $1.9M | 11.9% | |
| American Funds 2040 Trgt Date Ret Fund R6 Mutual fund | — | — | — | $1.2M | 7.9% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $1.0M | 6.6% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $975K | 6.2% | |
| American Funds 2050 Trgt Date Ret Fund R6 Mutual fund | — | — | — | $911K | 5.8% | |
| JP Morgan Large Cap Growth R6 Mutual fund | — | — | — | $450K | 2.9% | |
| PIMCO Income Fund Institutional Class Mutual fund | — | — | — | $350K | 2.2% | |
| Fidelity Government Money Market Fund Money market fund | — | — | — | $349K | 2.2% | |
| American Funds EuroPacific Growth Fund R6 Mutual fund | — | — | — | $317K | 2.0% | |
| Principal Real Estate Securities Fund R6 Mutual fund | — | — | — | $233K | 1.5% | |
| Oakmark Fund R6 Class Mutual fund | — | — | — | $182K | 1.2% | |
| T. Rowe Price Blue Chip Growth Fund Mutual fund | — | — | — | $165K | 1.1% | |
| American Funds 2010 Trgt Date Ret Fund R6 Mutual fund | — | — | — | $155K | 1.0% | |
| Janus Henderson Triton Fund Class N Mutual fund | — | — | — | $154K | 1.0% | |
| American Funds American Balanced Fund R6 Mutual fund | — | — | — | $150K | 1.0% | |
| American Funds 2035 Trgt Date Ret Fund R6 Mutual fund | — | — | — | $149K | 1.0% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $146K | 0.9% | |
| Janus Henderson Enterprise Fund N Mutual fund | — | — | — | $126K | 0.8% | |
| American Funds 2060 Trgt Date Ret Fund R6 Mutual fund | — | — | — | $124K | 0.8% | |
| through January 2030 | — | — | — | $124K | 0.8% | |
| MFS Mid Cap Value Fund Class R4 Mutual fund | — | — | — | $119K | 0.8% | |
| JP Morgan Emerging Markets Equity R6 Mutual fund | — | — | — | $119K | 0.8% | |
| DFA U.S. Targeted Value Portfolio Class R1 Mutual fund | — | — | — | $79K | 0.5% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $64K | 0.4% | |
| American Funds 2045 Trgt Date Ret Fund R6 Mutual fund | — | — | — | $40K | 0.3% | |
| TCW MetWest Total Return Bond Fund I Mutual fund | — | — | — | $26K | 0.2% | |
| American Funds 2065 Trgt Date Ret Fund R6 Mutual fund | — | — | — | $23K | 0.1% | |
| American Funds American Mutual Fund R6 Mutual fund | — | — | — | $19K | 0.1% | |
| American Funds 2020 Trgt Date Ret Fund R6 Mutual fund | — | — | — | $6K | <0.1% |
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