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Original filing (PDF)20251015113135NAL0002329571001
MACHINE BUILD TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
MACHINE BUILD TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
130
Accounts w/ balance
130
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
1 pooled trust
Schedule D
19 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 MACHINE BUILD TECHNOLOGIES, LLC.
Plan sponsor
Name
MACHINE BUILD TECHNOLOGIES, LLC
EIN
83-2390913
Address
850 AEROPLAZA DRIVE · COLORADO SPRINGS, CO · 80916
Phone
(719) 596-8830
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BLACKMAN & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $21K | — |
Investments
18 direct securities · 1 pooled fund· $4.0M(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
$3.3M
17 holdings
Mutual Funds
$702K
1 holding
Pooled Separate Account
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Investments Blackrock LifePath Index 2030 K LINKX | Mutual Funds | — | — | $702K | 17.4% | |
| Fidelity Investments Fidelity 500 Index FXAIX | — | — | — | $693K | 17.2% | |
| BlackRock Investments Blackrock LifePath Index Retire K LIRKX | — | — | — | $631K | 15.7% | |
| BlackRock Investments Blackrock LifePath Index 2040 K LIKKX | — | — | — | $458K | 11.4% | |
| BlackRock Investments Blackrock LifePath Index 2045 K LIHKX | — | — | — | $393K | 9.8% | |
| BlackRock Investments Blackrock LifePath Index 2055 K LIVKX | — | — | — | $269K | 6.7% | |
| BlackRock Investments Blackrock LifePath Index 2060 K LIZKX | — | — | — | $193K | 4.8% | |
| Fidelity Investments Fidelity Mid Cap Index FSMDX | — | — | — | $179K | 4.5% | |
| BlackRock Investments Blackrock LifePath Index 2035 K LIJKX | — | — | — | $159K | 4.0% | |
| BlackRock Investments Blackrock LifePath Index 2050 K LIPKX | — | — | — | $135K | 3.4% | |
| Schwab Funds Schwab Small Cap Index SWSSX | — | — | — | $97K | 2.4% | |
| various maturities through 2029 - | — | — | — | $46K | 1.1% | |
| Schwab Funds Schwab Treasury Infl Protected Secs Index SWRSX | — | — | — | $39K | 1.0% | |
| Fidelity Investments Fidelity Emerging Markets Index FPADX | — | — | — | $18K | 0.4% | |
| Cash - noninterest bearing | — | — | — | $10K | 0.2% | |
| BlackRock Investments iShares Developed Real Estate Index K BKRDX | — | — | — | $3K | <0.1% | |
| BlackRock Investments BlackRock LifePath Index 2065 K LIWKX | — | — | — | $2K | <0.1% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| BlackRock Investments iShares MSCI EAFE Intl Index BTMKX | — | — | — | $1K | <0.1% |