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Original filing (PDF)20250828142322NAL0018242448001
MATTERPORT, INC.
Form 5500
FILING_RECEIVED
MATTERPORT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
399
Accounts w/ balance
383
Plan assets (EOY)
$32.3M
Net assets (EOY)
$32.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab S&P 500 Index Fund Mutual Fund" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTERPORT, INC..
Plan sponsor
Name
MATTERPORT, INC.
EIN
45-3545468
Address
352 EAST JAVA DRIVE · SUNNYVALE, CA · 94089
Phone
(650) 641-2241
Industry
Professional & Technical Servicessee 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | 26-2824668 | OAKLAND, CA | NONE | $56K | — |
| WESPAC ADVISORS, LLC | 26-2824865 | OAKLAND, CA | NONE | $3K | — |
Investments
34 direct securities· $32.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual Fund | — | — | — | $8.3M | 25.8% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $3.6M | 11.1% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $2.9M | 9.0% | |
| American Funds 2045 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $2.5M | 7.6% | |
| BrokerageLink Self-directed brokerage accounts | — | — | — | $2.5M | 7.6% | |
| American Funds 2040 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $2.3M | 7.3% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $1.6M | 5.1% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $1.2M | 3.7% | |
| American Funds 2035 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $1.1M | 3.6% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $564K | 1.7% | |
| Schwab Bank Savings Money Market Account | — | — | — | $556K | 1.7% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $523K | 1.6% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | — | — | — | $506K | 1.6% | |
| Oakmark Fund Institutional Class Mutual Fund | — | — | — | $502K | 1.6% | |
| American Funds American Balanced Fund Class R6 Mutual Fund | — | — | — | $418K | 1.3% | |
| Hood River Small-Cap Growth Fund Retirement Shares Mutual Fund | — | — | — | $386K | 1.2% | |
| American Funds Europacific Growth Fund Class R6 Mutual Fund | — | — | — | $373K | 1.2% | |
| Parnassus Core Equity Institutional Fund Mutual Fund | — | — | — | $282K | 0.9% | |
| GQG Partnerse Emerging Markets Equity Fund R6 Shares Mutual Fund | — | — | — | $280K | 0.9% | |
| Pimco Income Fund Institutional Class Mutual Fund | — | — | — | $278K | 0.9% | |
| Undiscovered Managers Behavioral Value Fund Class R6 Mutual Fund | — | — | — | $260K | 0.8% | |
| Nuance Mid Cap Value Fund Z Class Shares Mutual Fund | — | — | — | $183K | 0.6% | |
| Vanguard GNMA Fund Admiral Shares Mutual Fund | — | — | — | $161K | 0.5% | |
| 9.50% maturing in November 2029 -0- | — | — | — | $158K | 0.5% | |
| Cohen & Steers Realty Shares Fund Class Z Mutual Fund | — | — | — | $155K | 0.5% | |
| Interest-bearing cash Interest-bearing Cash | — | — | — | $151K | 0.5% | |
| American Funds 2025 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $140K | 0.4% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $140K | 0.4% | |
| American Fund Bond FD of AMER R6 Mutual Fund | — | — | — | $88K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $76K | 0.2% | |
| American Century Ginnie Mae Fund Investor Class Mutual Fund | — | — | — | $28K | <0.1% | |
| Janus Henderson Triton Fund Class N Mutual Fund | — | — | — | $27K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $9K | <0.1% | |
| Columbia Acorn Fund Class A Mutual Fund | — | — | — | $3K | <0.1% |
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