How big is Dexterity, Inc.'s plan?

Dexterity, Inc.'s plan reported $6.0M in assets and 174 participants for 2024.

Original filing (PDF)20251010115721NAL0012518080001

Dexterity, Inc.

Name: Dexterity, Inc. — Dexterity, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Dexterity, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dexterity, Inc. 401(k) Plan

401(k) retirement plan · Dexterity, Inc.'s Dexterity, Inc. 401(k) Plan held $6.0M in plan assets for 174 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

174

Accounts w/ balance

125

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Shelly Khatri signed Dexterity, Inc.'s 2024 Form 5500 as plan administrator.

Shelly Khatri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dexterity, Inc.'s EIN is 82-2914538.

EIN 82-2914538

Plan number 001

Plan year 2024

ACK ID 20251010115721NAL0012518080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dexterity, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dexterity, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEXTERITY, INC.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

DEXTERITY, INC

EIN

all filings

Address

1205 VETERANS BLVD · REDWOOD CITY, CA · 94063

Phone

(323) 384-6798

Industry

Transportation & Warehousing

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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$12K	—

Investments

30 direct securities· $6.0M(100% of reported assets)

Mutual Funds

$3.7M

16 holdings

Common Collective Trusts

$2.2M

8 holdings

Other securities

$102K

6 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	17.7%
Fidelity Freedom Index 2050 Institutional Fund Mutual Fund	Mutual Funds	—	—	$1.1M	17.6%
Fidelity Freedom Index 2055 Institutional Fund Mutual Fund	Mutual Funds	—	—	$835K	14.0%
Fidelity Freedom Index 2060 Institutional Fund Mutual Fund	Mutual Funds	—	—	$711K	11.9%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$659K	11.0%
Fidelity Freedom Index 2045 Institutional Fund Mutual Fund	Mutual Funds	—	—	$382K	6.4%
Fidelity Freedom Index 2065 Institutional Fund Mutual Fund	Mutual Funds	—	—	$298K	5.0%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$295K	4.9%
Fidelity Freedom Index 2035 Institutional Fund Mutual Fund	Mutual Funds	—	—	$246K	4.1%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$119K	2.0%
JPMorgan Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$47K	0.8%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$35K	0.6%
Putnam Large Cap Value Fund Mutual Fund	Mutual Funds	—	—	$34K	0.6%
Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$27K	0.4%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$24K	0.4%
Federated Hermes Government Obligations Fd Mutual Fund	Other securities	—	—	$22K	0.4%
PGIM High Yield Fund Mutual Fund	Other securities	—	—	$19K	0.3%
Fidelity Freedom Index 2040 Institutional Fund Mutual Fund	Mutual Funds	—	—	$16K	0.3%
Fidelity Freedom Index 2030 Institutional Fund Mutual Fund	Mutual Funds	—	—	$15K	0.3%
MFS International Equity Fund Mutual Fund	Mutual Funds	—	—	$10K	0.2%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$10K	0.2%
PIMCO RAE US Small Institutional Fund Mutual Fund	Mutual Funds	—	—	$10K	0.2%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$9K	0.2%
American Funds Bond Fund of America Mutual Fund	Mutual Funds	—	—	$8K	0.1%
American Funds Inflation Linked Bond Fund Mutual Fund	Mutual Funds	—	—	$8K	0.1%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Freedom Index 2025 Institutional Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Buffalo Small Cap Institutional Fund Mutual Fund	Other securities	—	—	$3K	<0.1%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
Principal Mid Cap Value Fund Mutual Fund	Other securities	—	—	$2K	<0.1%