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Original filing (PDF)20250930114043NAL0029226546004
PROTO LABS, INC.
Form 5500
FILING_RECEIVED
PROTOLABS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,613
Accounts w/ balance
1,740
Plan assets (EOY)
$110.0M
Net assets (EOY)
$110.0M
How this plan invests
This plan
14 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 54% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROTO LABS, INC..
Plan sponsor
Name
PROTO LABS, INC.
EIN
41-1939628
Address
5540 PIONEER CREEK DR. · MAPLE PLAIN, MN · 55359
Phone
(651) 324-3300
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
2025-09-30
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $86K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPER | 26-4310632 | — | INVESTMENT ADVISOR | $83K | — |
Investments
15 direct securities · 14 pooled funds· $112.1M(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.
Common Collective Trust
$73.5M
14 holdings
Uncategorized
$38.6M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TROWE PR D 2055 TR A T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $12.7M | 11.6% | |
| TROWE PR D 2050 TR A T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $11.5M | 10.4% | |
| TROWE PR D 2045 TR A T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.7M | 8.8% | |
| Vanguard Total Stock Market Index Admiral Fund | — | — | — | $9.6M | 8.8% | |
| TROWE PR D 2030 TR A T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.4M | 7.6% | |
| TROWE PR D 2035 TR A T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.3M | 7.6% | |
| TROWE PR D 2040 TR A T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $7.5M | 6.8% | |
| JPMorgan Lg Cap Gr R6 | — | — | — | $7.2M | 6.5% | |
| TROWE PR D 2060 TR A T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.7M | 6.1% | |
| TROWE PR D 2025 TR A T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.2% | |
| Pioneer Bd Y | — | — | — | $2.9M | 2.7% | |
| GALLIARD STABLE RETURN M SEI · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.5% | |
| Massmutual MassMtl Mid Cap Gr I | — | — | — | $2.5M | 2.3% | |
| MFS Value Fund | — | — | — | $2.3M | 2.1% | |
| MFS International Intrinsic Value Fund | — | — | — | $2.2M | 2.0% | |
| MFS Intl Val R3 | — | — | — | $2.2M | 2.0% | |
| American Funds EuroPacific Growth Fund | — | — | — | $1.8M | 1.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $1.7M | 1.5% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $1.4M | 1.3% | |
| American Century Small Cap Value Fund | — | — | — | $1.4M | 1.3% | |
| Virtus KAR Small Cap Growth Fund | — | — | — | $1.3M | 1.1% | |
| TROWE PR D 2020 TR A T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.0% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $1.1M | 1.0% | |
| Driehaus Emerging Markets Growth Fund | — | — | — | $894K | 0.8% | |
| TROWE PR D 2065 TR A T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $731K | 0.7% | |
| TROWE PR D 2015 TR A T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $281K | 0.3% | |
| TROWE PR D 2005 TR A T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $122K | 0.1% | |
| TROWE PR D 2010 TR A T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $62K | <0.1% | |
| Interest Bearing Cash Reliance Trust Cash Reserve Fund | — | — | — | $9K | <0.1% |
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