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Original filing (PDF)20250731112234NAL0013041906001
OPENTRONS LABWORKS INC.
Form 5500
FILING_RECEIVED
OPENTRONS LABWORKS 401(K) PLAN
401(k) retirement plan
Signals · 1
~79 bps in Sched C fees
Active participants
190
Accounts w/ balance
383
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 172% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPENTRONS LABWORKS INC..
Plan sponsor
Name
OPENTRONS LABWORKS INC.
EIN
47-1003492
Address
45 - 18 COURT SQUARE WEST · WEST LONG ISLAND CITY, NY · 11101
Phone
(212) 444-3198
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
2025-07-31
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
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 | $83K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $41K | — |
Investments
30 direct securities · 1 pooled fund· $15.6M(99% 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
$12.0M
29 holdings
Mutual Funds
$3.4M
1 holding
Common Collective Trust
$213K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $3.4M | 21.4% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $2.8M | 17.6% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $2.5M | 16.1% | |
| Fidelity 500 Index | — | — | — | $1.5M | 9.3% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $1.3M | 8.4% | |
| Fidelity Large Cap Growth Index | — | — | — | $707K | 4.5% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $695K | 4.4% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $393K | 2.5% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $306K | 2.0% | |
| Fidelity Total INTL Index | — | — | — | $260K | 1.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $213K | 1.4% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $194K | 1.2% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $180K | 1.1% | |
| Fidelity Total Market Index | — | — | — | $163K | 1.0% | |
| Fidelity Large Cap Value IDX | — | — | — | $154K | 1.0% | |
| Fidelity Mid Cap Index | — | — | — | $113K | 0.7% | |
| Fidelity US Bond Index | — | — | — | $110K | 0.7% | |
| Hartford INTL OPPS R6 | — | — | — | $96K | 0.6% | |
| MFS Investments Mid Cap ValueR6 | — | — | — | $76K | 0.5% | |
| Fidelity FDM Index 2020 IPR | — | — | — | $75K | 0.5% | |
| Baird Core Plus INST | — | — | — | $71K | 0.5% | |
| Calvert Calv US Lg Cp CRI R6 | — | — | — | $60K | 0.4% | |
| Fidelity Small Cap Index | — | — | — | $55K | 0.4% | |
| PIMCO Income INST | — | — | — | $51K | 0.3% | |
| Money Market Fund * Fidelity Government Money Market K6 | — | — | — | $44K | 0.3% | |
| Dimensional Fund Advisors US Target Value I | — | — | — | $31K | 0.2% | |
| Vanguard INFL PROT ADM | — | — | — | $25K | 0.2% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $22K | 0.1% | |
| Alliance Bernstein Small Cap Growth Z | — | — | — | $21K | 0.1% | |
| Fidelity Freedom Index 2010 IPR | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2010 IPR | — | — | — | $4K | <0.1% |
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