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Original filing (PDF)20250828150930NAL0010575841001
BUTTERFLYMX, INC.
Form 5500
FILING_RECEIVED
BUTTERFLYMX RETIREMENT 401(K) PLAN
401(k) retirement plan
Active participants
221
Accounts w/ balance
218
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTTERFLYMX, INC..
Plan sponsor
Name
BUTTERFLYMX, INC.
EIN
45-5001650
Address
44 WEST 28TH STREET, 4TH FLOOR · NEW YORK, NY · 10001
Phone
(518) 928-6082
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
NPPG-FS
EIN
30-0835405
City
SHREWSBURY, NJ
Phone
(732) 758-1577
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
PRICEKUBECKA, PLLC
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 | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $14K | — |
Investments
33 direct securities · 1 pooled fund· $8.4M(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
$8.4M
33 holdings
Common Collective Trust
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID Fdm Idx 2055 Ipr Mutual Fund | — | — | — | $1.5M | 19.8% | |
| FID Fdm Idx 2060 Ipr Mutual Fund | — | — | — | $1.2M | 15.3% | |
| FID 500 Index Mutual Fund | — | — | — | $941K | 12.2% | |
| FID Fdm Idx 2050 Ipr Mutual Fund | — | — | — | $890K | 11.5% | |
| FID Fdm Idx 2045 Ipr Mutual Fund | — | — | — | $783K | 10.1% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | — | — | — | $618K | 8.0% | |
| FID Fdm Idx 2040 Ipr Mutual Fund | — | — | — | $538K | 7.0% | |
| FID Lg Cap Gr Idx Mutual Fund | — | — | — | $351K | 4.6% | |
| Self-Directed Brokerage Accounts Mutual Funds/Common Stocks | — | — | — | $308K | 4.0% | |
| FID Fdm Idx 2030 Ipr Mutual Fund | — | — | — | $232K | 3.0% | |
| FID Fdm Idx 2065 Ipr Mutual Fund | — | — | — | $212K | 2.7% | |
| FID Fdm Idx 2035 Ipr Mutual Fund | — | — | — | $200K | 2.6% | |
| FID Fdm Idx 2025 Ipr Mutual Fund | — | — | — | $162K | 2.1% | |
| Notes receivable from participants Bearing interest at 8.75%-9.50% - | — | — | — | $100K | 1.3% | |
| Late/Missed Year Contributions Loan Repayments Total 2024 | — | — | $3K | $95K | 1.2% | |
| FID Mid Cap Idx Mutual Fund | — | — | — | $37K | 0.5% | |
| FID Fdm Idx 2020 Ipr Mutual Fund | — | — | — | $37K | 0.5% | |
| FID Sm Cap Idx Mutual Fund | — | — | — | $31K | 0.4% | |
| AF New World R6 Mutual Fund | — | — | — | $27K | 0.3% | |
| FID Govt Mmkt Mutual Fund | — | — | — | $27K | 0.3% | |
| FID Lg Cap Val Idx Mutual Fund | — | — | — | $24K | 0.3% | |
| IS Msci Eafe Intl K Mutual Fund | — | — | — | $23K | 0.3% | |
| MFS Intl Divrsn R3 Mutual Fund | — | — | — | $18K | 0.2% | |
| J H Triton T Mutual Fund | — | — | — | $13K | 0.2% | |
| PGIM High Yield R6 Mutual Fund ** 522 * Fkln Sm Cap Value R6 Mutual Fund | — | — | — | $13K | 0.2% | |
| Gughm Core Bond A Mutual Fund | — | — | — | $11K | 0.1% | |
| FID Us Bond Idx Mutual Fund | — | — | — | $8K | 0.1% | |
| MFS Mid Cap Grth R3 Mutual Fund | — | — | — | $7K | <0.1% | |
| FID Infl Pr Bd Idx Mutual Fund | — | — | — | $4K | <0.1% | |
| PIF Real Est Sec Is Mutual Fund | — | — | — | $4K | <0.1% | |
| FID Fdm Idx 2070 Ipr Mutual Fund | — | — | — | $2K | <0.1% | |
| AM Cent Md Cp Val R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| Capital Preservation Fund Collective Investment Trust | — | — | — | $1K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
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