Jessica Halverson signed Stratasys, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stratasys, Inc.'s EIN is 36-3658792.
Download the official 2024 Form 5500 (PDF) for Stratasys, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stratasys, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$246K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $61K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $23.4M | 13.1% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $15.8M | 8.8% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $14.1M | 7.9% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $13.7M | 7.6% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $13.5M | 7.6% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $11.3M | 6.3% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $10.2M | 5.7% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $10.1M | 5.7% | |
| Fidelity Select Technology Portfolio | Mutual Funds | — | — | $9.2M | 5.1% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $7.0M | 3.9% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $5.3M | 3.0% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $4.4M | 2.5% | |
| Fidelity Large Cap Stock Fund | Mutual Funds | — | — | $4.1M | 2.3% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $3.9M | 2.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.7M | 2.1% | |
| Brokerage Account - Mutual Funds | Self-Directed Brokerage | — | — | $3.0M | 1.7% | |
| Fidelity Diversified International K6 Fund | Mutual Funds | — | — | $3.0M | 1.7% | |
| Fidelity Select Health Care | Mutual Funds | — | — | $2.3M | 1.3% | |
| John Hancock Disciplined Value Midcap | Other securities | — | — | $2.2M | 1.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.1M | 1.2% | |
| Fidelity Managed Income Portfolio Fund | Mutual Funds | — | — | $2.0M | 1.1% | |
| Glenmede Small Cap Equity Fund | Other securities | — | — | $2.0M | 1.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.9M | 1.1% | |
| Notes Receivable from Participants (interest rate at 5.25% - 10.50%) | Bonds / Notes | — | — | $1.9M | 1.0% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $1.6M | 0.9% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $1.5M | 0.8% | |
| Fidelity Small Cap GR K6 | Mutual Funds | — | — | $1.4M | 0.8% | |
| Pioneer Bond Fund Class Y | Other securities | — | — | $1.4M | 0.8% | |
| DFA US Targeted Value | Mutual Funds | — | — | $1.2M | 0.7% | |
| Brokerage Account - Cash | Self-Directed Brokerage | — | — | $1.0M | 0.6% | |
| Brokerage Account - Common Stock | Self-Directed Brokerage | — | — | $638K | 0.4% | |
| Cohen & Steers Real Estate Securities Z Fund | Other securities | — | — | $629K | 0.4% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $575K | 0.3% | |
| MassMutual Select Mid Cap Growth R5 Fund | Other securities | — | — | $379K | 0.2% | |
| Fidelity Freedom Income K6 | Mutual Funds | — | — | $287K | 0.2% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $186K | 0.1% | |
| Brokerage Account - Government Bond | Self-Directed Brokerage | — | — | $83K | <0.1% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $43K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $40K | <0.1% | |
| Fidelity Freedom 2070 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $13K |
| — |
