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Original filing (PDF)20251006132915NAL0002094691001
SHAPE TECHNOLOGIES GROUP, INC.
Form 5500
FILING_RECEIVED
THE SHAPE TECHNOLOGIES GROUP 401(K) PLAN
401(k) retirement plan
Active participants
719
Accounts w/ balance
947
Plan assets (EOY)
$93.7M
Net assets (EOY)
$93.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
36 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAPE TECHNOLOGIES GROUP, INC..
Plan sponsor
Name
SHAPE TECHNOLOGIES GROUP, INC.
EIN
46-3275009
Address
23500 64TH AVENUE SOUTH · KENT, WA · 98032
Phone
(253) 850-3500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $103K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISOR | $80K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
29 direct securities · 4 pooled funds· $95.2M(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
$85.5M
29 holdings
Common Collective Trust
$9.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | — | — | — | $11.7M | 12.5% | |
| Vanguard Target Retirement 2030 | — | — | — | $11.7M | 12.5% | |
| Vanguard Institutional Index I | — | — | — | $10.8M | 11.5% | |
| Vanguard Target Retirement 2040 | — | — | — | $7.7M | 8.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $5.9M | 6.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $5.7M | 6.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $4.9M | 5.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $3.9M | 4.2% | |
| PUTNAM STABLE VAL (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $3.7M | 3.9% | |
| WILMINGTON TRUST MFS GR CIT CLASS L WILMINGTON TRUST · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $3.5M | 3.7% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $2.8M | 3.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.7M | 2.9% | |
| Vanguard Small-Cap Index Adm | — | — | — | $2.4M | 2.6% | |
| Janus Henderson Enterprise N | — | — | — | $1.7M | 1.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $1.7M | 1.8% | |
| Principal CIT Eq Inc A-I | — | — | — | $1.6M | 1.7% | |
| PRINCIPAL CIT EQ INC A-I PRINCIPAL · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.7% | |
| American Funds EuroPacific Growth | — | — | — | $1.5M | 1.6% | |
| JPMorgan Mid Cap Value L | — | — | — | $1.4M | 1.5% | |
| Vanguard Total Bond Market Index I | — | — | — | $1.3M | 1.4% | |
| PRUDENTIAL CORE PLUS BD I2 PRUDENTIAL · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| Vanguard Total International Stock Index Adm | — | — | — | $933K | 1.0% | |
| Vanguard Target Retirement 2060 | — | — | — | $858K | 0.9% | |
| PIMCO Income Instl | — | — | — | $837K | 0.9% | |
| American Beacon Small Cap Value | — | — | — | $679K | 0.7% | |
| Janus Henderson Triton N | — | — | — | $594K | 0.6% | |
| Neuberger Berman Real Estate R6 | — | — | — | $532K | 0.6% | |
| Vanguard Target Retirement Income Inv | — | — | — | $450K | 0.5% | |
| Invesco International Small-Mid Company R6 | — | — | — | $396K | 0.4% | |
| PIMCO All Asset Instl | — | — | — | $355K | 0.4% | |
| Vanguard Target Retirement 2065 | — | — | — | $236K | 0.3% | |
| State Street Bank Cash | — | — | — | $73K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $28K | <0.1% |
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