Plan Snapshot
- Plan Sponsor: Makerbot Industries INC
- Sponsor EIN: 264086627
- Sponsor Address: 55 WATER ST, 51ST FLOOR, NEW YORK, NY, 10041
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 57 | $10.0M | $278,782 | $633,845 |
| 2023 | 72 | $9.5M | $465,011 | $1.2M |
| 2022 | 102 | $7.1M | $27,652 | $53,175 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AURORA PRIVATE WEALTH INC | ADVISOR | $25,276 | — | $25,276 |
| METZ & ASSOCIATES, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ & ASSOCIATES, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,276
- Estimated Expense Ratio: 0.254% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $13,915 | $27,688 | — | — | — |
| 2023 | $7,022 | $21,431 | — | — | — |
| 2022 | — | — | — | — | — |