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Original filing (PDF)20251014132244NAL0006042306001
DIGITAL FABRICATION WORKSHOP, INC.
Form 5500
FILING_RECEIVED
DIGITAL FABRICATION WORKSHOP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
139
Accounts w/ balance
129
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom 2045 Fund Class K6" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIGITAL FABRICATION WORKSHOP, INC..
Plan sponsor
Name
DIGITAL FABRICATION WORKSHOP, INC.
EIN
45-4819026
Address
126 S PORT ROAD · ALBANY, NY · 12202
Phone
(518) 249-6500
Industry
All Other Professional Services· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MP PC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $17K | — |
Investments
21 direct securities· $5.2M(100% of reported assets)
Uncategorized
$5.2M
20 holdings
Guaranteed Income / GIC
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Fund Class K6 | — | — | — | $1.4M | 27.1% | |
| Fidelity Freedom 2040 Fund Class K6 | — | — | — | $887K | 16.9% | |
| Fidelity Freedom 2035 Fund Class K6 | — | — | — | $813K | 15.5% | |
| Fidelity Freedom 2050 Fund Class K6 | — | — | — | $780K | 14.9% | |
| Fidelity Freedom 2025 Fund Class K6 | — | — | — | $221K | 4.2% | |
| Fidelity Freedom 2060 Fund Class K6 | — | — | — | $220K | 4.2% | |
| Fidelity Freedom 2030 Fund Class K6 | — | — | — | $217K | 4.1% | |
| Fidelity Freedom 2055 Fund Class K6 | — | — | — | $213K | 4.1% | |
| Registered Investment Companies Mutual Funds Lord Abbett Bond Debenture Fund Class R6 | — | — | — | $101K | 1.9% | |
| Fidelity 500 Index Fund | — | — | — | $60K | 1.1% | |
| Participant Loans (interest at 4.25% - 9.50%) -0- | — | — | — | $56K | 1.1% | |
| * Fidelity Standard Stable Asset Fund II | Guaranteed Income / GIC | — | — | $51K | 1.0% | |
| Fidelity Freedom Income Fund Class K6 | — | — | — | $41K | 0.8% | |
| Fidelity Freedom 2065 Fund Class K6 | — | — | — | $36K | 0.7% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $34K | 0.6% | |
| Fidelity Freedom 2020 Fund Class K6 | — | — | — | $27K | 0.5% | |
| Fidelity Value Discovery K6 Fund | — | — | — | $21K | 0.4% | |
| Calvert International Responsible Index Fund R6 | — | — | — | $19K | 0.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $15K | 0.3% | |
| Columbia Small Cap Index I2 | — | — | — | $13K | 0.2% | |
| JP Morgan Emerging Markets Equity Fund Class R6 ** 15 DFA Real Estate Securities Portfolio Institutional Class ** 44 * Fidelity Government Money Market Fund R6 | — | — | — | $2K | <0.1% |
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