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Original filing (PDF)20250717101459NAL0000151664001
WASABI TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
WASABI TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
324
Accounts w/ balance
330
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
28 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASABI TECHNOLOGIES LLC.
Plan sponsor
Name
WASABI TECHNOLOGIES LLC
EIN
81-1335285
Address
75 ARLINGTON ST. · SUITE 810 · BOSTON, MA · 02116
Phone
(617) 307-7912
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
2025-07-17
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
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 | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
28 direct securities· $19.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $2.7M | 13.2% | |
| Fidelity Freedom Index 2030 Investor Fund " | — | — | — | $1.8M | 9.0% | |
| Fidelity Freedom Index 2055 Investor Fund " | — | — | — | $1.6M | 8.0% | |
| Fidelity Freedom Index 2060 Investor Fund " | — | — | — | $1.4M | 7.2% | |
| Fidelity Freedom Index 2050 Investor Fund " | — | — | — | $1.4M | 7.1% | |
| Fidelity Freedom Index 2045 Investor Fund " | — | — | — | $1.4M | 6.7% | |
| Fidelity Freedom Index 2025 Investor Fund " | — | — | — | $1.3M | 6.3% | |
| Fidelity Freedom Index 2035 Investor Fund " | — | — | — | $1.2M | 5.8% | |
| Fidelity Freedom Index 2040 Investor Fund " | — | — | — | $1.1M | 5.7% | |
| Fidelity Large Cap Growth Index Fund " | — | — | — | $1.1M | 5.6% | |
| Fidelity Freedom Index 2065 Investor Fund " | — | — | — | $738K | 3.7% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $606K | 3.0% | |
| Fidelity Global ex US Index Fund " | — | — | — | $493K | 2.4% | |
| Fidelity Small Cap Index Fund " | — | — | — | $485K | 2.4% | |
| Fidelity US Bond Index Fund " | — | — | — | $426K | 2.1% | |
| Fidelity Large Cap Value Index Fund " | — | — | — | $351K | 1.7% | |
| Fidelity Government Money Market Fund " | — | — | — | $220K | 1.1% | |
| Fidelity Freedom Index Income Fund Mutual fund ** 859 * Fidelity Freedom Index 2020 Investor Fund " | — | — | — | $217K | 1.1% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $193K | 1.0% | |
| Fidelity Mid Cap Value Index Fund " | — | — | — | $184K | 0.9% | |
| Fidelity Inflation Protected Bond Index Fund " | — | — | — | $158K | 0.8% | |
| Fidelity Real Estate Index Fund " | — | — | — | $129K | 0.6% | |
| Fidelity Mid Cap Growth Index Fund " | — | — | — | $120K | 0.6% | |
| Fidelity Brokerage Link Account Self-directed brokerage account | — | — | — | $113K | 0.6% | |
| Fidelity Small Cap Growth Index Fund " | — | — | — | $112K | 0.6% | |
| Fidelity U.S. Sustainability Index Fund " | — | — | — | $112K | 0.6% | |
| Fidelity Small Cap Value Index Fund " | — | — | — | $85K | 0.4% | |
| Fidelity Freedom Index 2015 Investor Fund " | — | — | — | $21K | 0.1% |
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