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Original filing (PDF)20251006154708NAL0009473522001
STRATASYS, INC.
Form 5500
FILING_RECEIVED
STRATASYS, INC. 401(K) SALARY SAVINGS PLAN
401(k) retirement plan
Active participants
838
Accounts w/ balance
1,637
Plan assets (EOY)
$179.0M
Net assets (EOY)
$179.0M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATASYS, INC..
Plan sponsor
Name
STRATASYS, INC.
EIN
36-3658792
Address
7665 COMMERCE WAY · EDEN PRAIRIE, MN · 55344
Phone
(952) 937-3000
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BOYUM & BARENSCHEER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$246K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $61K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Investments
39 direct securities · 1 pooled fund· $181.0M(100% of reported assets)
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.
Uncategorized
$179.1M
39 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $23.4M | 13.1% | |
| Fidelity Freedom 2040 Fund | — | — | — | $15.8M | 8.8% | |
| Fidelity Freedom 2050 Fund | — | — | — | $14.1M | 7.9% | |
| Fidelity Freedom 2045 Fund | — | — | — | $13.7M | 7.6% | |
| Fidelity Contrafund K6 | — | — | — | $13.5M | 7.6% | |
| Fidelity Freedom 2030 Fund | — | — | — | $11.3M | 6.3% | |
| Fidelity Freedom 2055 Fund | — | — | — | $10.2M | 5.7% | |
| Fidelity Freedom 2035 Fund | — | — | — | $10.1M | 5.7% | |
| Fidelity Select Technology Portfolio | — | — | — | $9.2M | 5.1% | |
| Fidelity Freedom 2025 Fund | — | — | — | $7.0M | 3.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $5.3M | 3.0% | |
| Vanguard Federal Money Market Fund | — | — | — | $4.4M | 2.5% | |
| Fidelity Large Cap Stock Fund | — | — | — | $4.1M | 2.3% | |
| Fidelity Freedom 2060 Fund | — | — | — | $3.9M | 2.2% | |
| Fidelity International Index Fund | — | — | — | $3.7M | 2.1% | |
| Brokerage Account - Mutual Funds | — | — | — | $3.0M | 1.7% | |
| Fidelity Diversified International K6 Fund | — | — | — | $3.0M | 1.7% | |
| Fidelity Select Health Care | — | — | — | $2.3M | 1.3% | |
| John Hancock Disciplined Value Midcap | — | — | — | $2.2M | 1.3% | |
| Fidelity US Bond Index Fund | — | — | — | $2.1M | 1.2% | |
| Fidelity Managed Income Portfolio Fund | — | — | — | $2.0M | 1.1% | |
| Glenmede Small Cap Equity Fund | — | — | — | $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%) | — | — | — | $1.9M | 1.0% | |
| Fidelity Freedom 2020 Fund | — | — | — | $1.6M | 0.9% | |
| Fidelity Strategic Income Fund | — | — | — | $1.5M | 0.8% | |
| Fidelity Small Cap GR K6 | — | — | — | $1.4M | 0.8% | |
| Pioneer Bond Fund Class Y | — | — | — | $1.4M | 0.8% | |
| DFA US Targeted Value | — | — | — | $1.2M | 0.7% | |
| Brokerage Account - Cash | — | — | — | $1.0M | 0.6% | |
| Brokerage Account - Common Stock | — | — | — | $638K | 0.4% | |
| Cohen & Steers Real Estate Securities Z Fund | — | — | — | $629K | 0.4% | |
| Fidelity Freedom 2065 Fund | — | — | — | $575K | 0.3% | |
| MassMutual Select Mid Cap Growth R5 Fund | — | — | — | $379K | 0.2% | |
| Fidelity Freedom Income K6 | — | — | — | $287K | 0.2% | |
| Fidelity Freedom 2015 Fund | — | — | — | $186K | 0.1% | |
| Brokerage Account - Government Bond | — | — | — | $83K | <0.1% | |
| Fidelity Freedom 2010 Fund | — | — | — | $43K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $40K | <0.1% | |
| Fidelity Freedom 2070 Fund | — | — | — | $5K | <0.1% |