Back to filter
Original filing (PDF)20251015141530NAL0010015218001
MAXCYTE, INC.
Form 5500
FILING_RECEIVED
MAXCYTE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
96
Accounts w/ balance
137
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Growth Company Fund Mutual Fund NR" is 25% of plan.
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 MAXCYTE, INC..
Plan sponsor
Name
MAXCYTE, INC.
EIN
52-2210438
Address
9713 KEY WEST AVENUE · SUITE 400 · ROCKVILLE, MD · 20850
Phone
(301) 944-1700
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
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 | $275 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $34K | — |
Investments
35 direct securities · 2 pooled funds· $19.2M(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
$19.1M
35 holdings
Common Collective Trust
$75K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund Mutual Fund NR | — | — | — | $4.9M | 25.3% | |
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $3.3M | 17.1% | |
| Fidelity International Capital Appreciation Fund Mutual Fund NR | — | — | — | $1.1M | 5.5% | |
| Fidelity Freedom Blend 2050 Fund Mutual Fund NR | — | — | — | $927K | 4.8% | |
| Fidelity Freedom Blend 2040 Fund Mutual Fund NR | — | — | — | $878K | 4.6% | |
| Fidelity Investment Grade Bond Fund Mutual Fund NR | — | — | — | $793K | 4.1% | |
| Fidelity Freedom Blend 2055 Fund Mutual Fund NR | — | — | — | $709K | 3.7% | |
| Fidelity Freedom Blend 2035 Fund Mutual Fund NR | — | — | — | $632K | 3.3% | |
| JPMorgan Short Duration Bond Fund Mutual Fund NR | — | — | — | $621K | 3.2% | |
| Fidelity Freedom Blend 2030 Fund Mutual Fund NR | — | — | — | $558K | 2.9% | |
| Fidelity Equity Income Fund Mutual Fund NR | — | — | — | $533K | 2.8% | |
| Fidelity Freedom Blend 2045 Fund Mutual Fund NR | — | — | — | $518K | 2.7% | |
| Fidelity Government Money Market Fund Mutual Fund NR | — | — | — | $448K | 2.3% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | — | — | — | $373K | 1.9% | |
| Fidelity Freedom Blend 2060 Fund Mutual Fund NR | — | — | — | $361K | 1.9% | |
| Vanguard Information Technology Index Fund Mutual Fund NR | — | — | — | $360K | 1.9% | |
| Fidelity Freedom Blend 2065 Fund Mutual Fund NR | — | — | — | $329K | 1.7% | |
| Fidelity Intermediate Bond Fund Mutual Fund NR | — | — | — | $266K | 1.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $238K | 1.2% | |
| Fidelity Freedom Blend 2025 Fund Mutual Fund NR | — | — | — | $226K | 1.2% | |
| Fidelity Puritan Fund Mutual Fund NR | — | — | — | $215K | 1.1% | |
| Fidelity Freedom Blend 2020 Fund Mutual Fund NR | — | — | — | $164K | 0.9% | |
| Fidelity Value Strategies Fund Mutual Fund NR | — | — | — | $156K | 0.8% | |
| Fidelity Real Estate Investment Portfolio Fund Mutual Fund NR | — | — | — | $145K | 0.8% | |
| Vanguard Health Care Index Fund Mutual Fund NR | — | — | — | $139K | 0.7% | |
| American Century Small Cap Value Fund Mutual Fund NR | — | — | — | $68K | 0.4% | |
| Vanguard Total World Stock Index Fund Mutual Fund NR | — | — | — | $65K | 0.3% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $46K | 0.2% | |
| T. Rowe Price Health Sciences Fund Mutual Fund NR | — | — | — | $45K | 0.2% | |
| Vanguard Energy Index Fund Mutual Fund NR | — | — | — | $40K | 0.2% | |
| Various, bearing interest * Participant loans from 4.25% - 9.50% - | — | — | — | $38K | 0.2% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $28K | 0.1% | |
| Fidelity Freedom Blend 2010 Fund Mutual Fund NR | — | — | — | $26K | 0.1% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund NR | — | — | — | $15K | <0.1% | |
| Fidelity Freedom Blend Income Fund Mutual Fund NR | — | — | — | $14K | <0.1% | |
| Fidelity Freedom Blend 2015 Fund Mutual Fund NR | — | — | — | $8K | <0.1% | |
| Impax Sustainable Allocation Fund Mutual Fund NR | — | — | — | $4K | <0.1% |
Related plans
Other plans using GLOBAL RETIREMENT PARTNERS LLC
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
UNIVERSITY OF THE PACIFIC
UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN
$839.2M · 2,955 participants
ARUP US, INC.
ARUP US RETIREMENT SAVINGS PLAN
$723.2M · 1,483 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size Professional & Technical Services plans
TESSERA THERAPEUTICS, INC
TESSERA THERAPEUTICS, INC 401(K) PLAN
$19.2M · 308 participants
ARSENAL BIOSCIENCES INC.
ARSENALBIO 401(K) PLAN
$19.2M · 259 participants
PRECISION BIOSCIENCES, INC.
PRECISION BIOSCIENCES, INC. 401(K) PLAN
$19.1M · 113 participants
TELA BIO, INC.
TELA BIO, INC. 401(K) PLAN
$19.4M · 178 participants
INARI AGRICULTURE, INC.
INARI AGRICULTURE, INC. 401(K) PLAN
$19.4M · 286 participants
STEMCELL TECHNOLOGIES HOLDINGS US INC.
STEMCELL TECHNOLOGIES, INC. 401(K) PLAN
$18.9M · 188 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B