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Original filing (PDF)20251007110437NAL0002605587001
FORMLABS, INC.
Form 5500
FILING_RECEIVED
FORMLABS RETIREMENT TRUST
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
388
Accounts w/ balance
321
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
86
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2055 Inv Mutual Fund" is 27% of plan.
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORMLABS, INC..
Plan sponsor
Name
FORMLABS, INC.
EIN
45-3644301
Address
35 MEDFORD STREET · SUITE 306 · SOMERVILLE, MA · 02143
Phone
(617) 301-6272
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $38K | — |
| TWELVE POINTS WEALTH MGT LLC | 46-5061538 | — | NONE | $27K | — |
| CHARLES SCHWAB | 42-1558009 | — | NONE | $6K | — |
Investments
25 direct securities· $17.8M(100% of reported assets)
Uncategorized
$17.6M
24 holdings
Mutual Funds
$160K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $4.9M | 27.2% | |
| Schwab S&P 500 Index Fd - Select S Mutual Fund | — | — | — | $3.4M | 19.1% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $2.3M | 12.6% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $2.1M | 11.8% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $832K | 4.7% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $690K | 3.9% | |
| Vanguard Mid-Cap Index Fd Adm Mutual Fund | — | — | — | $639K | 3.6% | |
| Metropolitan West Total Return Bond Fund Mutual Fund | — | — | — | $550K | 3.1% | |
| Ishares Russell Small Mid-Cap Index K Mutual Fund | — | — | — | $475K | 2.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $349K | 2.0% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $260K | 1.5% | |
| DFA Global Real Estate Securities Port Inst Mutual Fund | — | — | — | $197K | 1.1% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $187K | 1.0% | |
| Goldman Sachs Absolute Return Tracker R6 Mutual Fund | — | — | — | $175K | 1.0% | |
| American Fund Capital World Bond R6 Mutual Fund | Mutual Funds | — | — | $160K | 0.9% | |
| Invesco Oppen Gold & Special Minerals Y Mutual Fund | — | — | — | $134K | 0.7% | |
| Vanguard Emerging Mkts Stk Index Fd Mutual Fund | — | — | — | $133K | 0.7% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $129K | 0.7% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $60K | 0.3% | |
| Fidelity Advisor International Small Cap Z Mutual Fund | — | — | — | $53K | 0.3% | |
| PGIM High Yield Fund R6 Mutual Fund | — | — | — | $39K | 0.2% | |
| Pioneer Balanced ESG Fund Y Mutual Fund | — | — | — | $37K | 0.2% | |
| Loomis Sayles Inflation Protected Mutual Fund | — | — | — | $26K | 0.1% | |
| The Standard Stable Asset Fund Interest rates from Non-Benefit-Responsive 2.05% -3.15% | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $2K | <0.1% |
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