Desktop Metal Retirement Plan
Sponsored by Desktop Metal, Inc. · EIN 474947659 · Plan #001
- Total assets
- $31.7M
- Net assets
- $31.6M
- Active participants
- 250
- With balances
- 435
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan) | $30,105 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $23,871 |
| Croskey Lanni/ Marcum Llc | Accounting | $23,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,744 |
| Caron & Bletzer, Pllc | Accounting | $5,550 |