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Original filing (PDF)20251015225041NAL0002932739001
VELO3D, INC.
Form 5500
FILING_RECEIVED
VELO3D RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
264
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
31 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VELO3D, INC..
Plan sponsor
Name
VELO3D, INC.
EIN
47-1314238
Address
511 DIVISION STREET · CAMPBELL, CA · 95008
Phone
(408) 610-3915
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2G · Total participant-directed accounts
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
SENSIBA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
Investments
30 direct securities· $16.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds * Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $2.1M | 12.1% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $2.0M | 11.7% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $1.8M | 10.6% | |
| Fidelity NASDAQ Composite Index Fund Mutual Fund | — | — | — | $1.7M | 10.2% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.5M | 9.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $782K | 4.6% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $738K | 4.3% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $697K | 4.1% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $681K | 4.0% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund | — | — | — | $588K | 3.4% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $546K | 3.2% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $541K | 3.2% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund | — | — | — | $447K | 2.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $363K | 2.1% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund | — | — | — | $354K | 2.1% | |
| Money market fund * Fidelity Government Money Market Fund Money Market Fund | — | — | — | $322K | 1.9% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual Fund | — | — | — | $247K | 1.4% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $221K | 1.3% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual Fund | — | — | — | $210K | 1.2% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $179K | 1.0% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund | — | — | — | $176K | 1.0% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class Mutual Fund | — | — | — | $135K | 0.8% | |
| Notes receivable from participants through 2029 | — | — | — | $112K | 0.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $66K | 0.4% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $63K | 0.4% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $47K | 0.3% | |
| Dodge & Cox Stock Fund Class I Mutual Fund | — | — | — | $25K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund | — | — | — | $16K | <0.1% | |
| Dodge & Cox International Stock Fund Class I Mutual Fund | — | — | — | $15K | <0.1% | |
| American Funds U.S. Government Securities Fund Class R-6 Mutual Fund | — | — | — | $6K | <0.1% |
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