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Original filing (PDF)20251006153838NAL0002224803002
DESKTOP METAL, INC.
Form 5500
FILING_RECEIVED
DESKTOP METAL RETIREMENT PLAN
401(k) retirement plan
Active participants
250
Accounts w/ balance
435
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.6M
How this plan invests
This plan
34 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DESKTOP METAL, INC..
Plan sponsor
Name
DESKTOP METAL, INC.
EIN
47-4947659
Address
63 THIRD AVE. · BURLINGTON, MA · 01803
Phone
(978) 224-1244
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROSKEY LANNI/ MARCUM LLC | 11-1986323 | — | ACCOUNTANT/AUDITOR | $23K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $6K | — |
Investments
34 direct securities· $31.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund- Class K6 " | — | — | — | $5.5M | 17.4% | |
| Fidelity 500 Index Fund " | — | — | — | $4.2M | 13.2% | |
| Fidelity Freedom 2030 Fund- Class K6 " | — | — | — | $3.5M | 11.2% | |
| Fidelity Freedom 2050 Fund- Class K6 " | — | — | — | $2.8M | 8.9% | |
| Fidelity Freedom 2040 Fund- Class K6 " | — | — | — | $2.8M | 8.7% | |
| Fidelity Freedom 2055 Fund- Class K6 " | — | — | — | $2.3M | 7.3% | |
| JP Morgan Large Cap Growth R6 " | — | — | — | $1.4M | 4.4% | |
| Fidelity Freedom 2025 Fund- Class K6 " | — | — | — | $1.2M | 3.7% | |
| Fidelity Freedom 2045 Fund- Class K6 " | — | — | — | $1.1M | 3.6% | |
| Fidelity Freedom 2020 Fund- Class K6 " | — | — | — | $1.1M | 3.4% | |
| Fidelity Freedom 2060 Fund- Class K6 " | — | — | — | $774K | 2.4% | |
| Fidelity Government Money Market K6 " | — | — | — | $599K | 1.9% | |
| Fidelity Small Cap Index Fund " | — | — | — | $452K | 1.4% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $423K | 1.3% | |
| American Funds New World Fund Class R6 " | — | — | — | $334K | 1.1% | |
| Fidelity US Bond Index Fund " | — | — | — | $307K | 1.0% | |
| Fidelity Total Bond K6 Fund " | — | — | — | $303K | 1.0% | |
| Calvert International Responsible Index Fund Class R6 " | — | — | — | $279K | 0.9% | |
| Fidelity Freedom 2065 Fund- Class K6 " | — | — | — | $272K | 0.9% | |
| Fidelity International Capital Appreciation K6 Fund " | — | — | — | $243K | 0.8% | |
| Putnam Large Cap Value Fund Class R6 " | — | — | — | $214K | 0.7% | |
| Fidelity Small Cap Growth K6 Fund " | — | — | — | $207K | 0.7% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $200K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z " | — | — | — | $198K | 0.6% | |
| Allspring Special Mid Cap Value Fund R6 " | — | — | — | $193K | 0.6% | |
| MFS International Diversification Fund Class R6 " | — | — | — | $143K | 0.4% | |
| MFS Mid Cap Growth R6 " | — | — | — | $142K | 0.4% | |
| Undiscovered Managers Behavioral Value Fund Class R6 " | — | — | — | $126K | 0.4% | |
| Fidelity Inflation-Protected Bond Index Fund " | — | — | — | $126K | 0.4% | |
| American Century Large Cap Equity R6 " | — | — | — | $90K | 0.3% | |
| Fidelity Freedom 2015 Fund- Class K6 " | — | — | — | $79K | 0.2% | |
| Fidelity Freedom Income Fund- Class K6 " | — | — | — | $56K | 0.2% | |
| Investments at fair value PIMCO Income Institutional Mutual fund | — | — | — | $19K | <0.1% | |
| Pilgrim High Yield Fund R6 " | — | — | — | $13K | <0.1% |
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