AMY Vallance signed MDK's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MDK's EIN is 13-4225050.
Download the official 2024 Form 5500 (PDF) for MDK from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MDK's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Spartan 500 Index Adv | Common Collective Trusts | — | — | $4.8M | 13.0% | |
| Fidelity Adv Freedom 2040 K | Mutual Funds | — | — | $4.6M | 12.3% | |
| Fidelity Adv Freedom 2050 K | Mutual Funds | — | — | $3.8M | 10.3% | |
| Fidelity Adv Freedom 2045 K | Mutual Funds | — | — | $3.4M | 9.1% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $3.2M | 8.7% | |
| Fidelity Adv Freedom 2055 | Mutual Funds | — | — | $2.3M | 6.1% | |
| Fidelity Adv Freedom 2030 K | Mutual Funds | — | — | $1.7M | 4.6% | |
| Fidelity Adv Freedom 2025 K | Mutual Funds | — | — | $1.4M | 3.8% | |
| Fidelity Spartan International Index Adv | Mutual Funds | — | — | $1.2M | 3.4% | |
| Fidelity Adv Freedom 2035 K | Mutual Funds | — | — | $1.2M | 3.4% | |
| Pimco Rae Emerging Market I | Mutual Funds | — | — | $1.1M | 3.1% | |
| MFS Massachusetts Investors TR I | Mutual Funds | — | — | $940K | 2.5% | |
| Fidelity Brokeragelink | Mutual Funds | — | — | $770K | 2.1% | |
| Fidelity Adv Freedom 2060 K | Mutual Funds | — | — | $747K | 2.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $739K | 2.0% | |
| Pioneer Strategic Income Y | Other securities | — | — | $584K | 1.6% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $561K | 1.5% | |
| Goldman Sachs Mid Cap Growth R6 | Other securities | — | — | $542K | 1.5% | |
| Oklahoma Baird Core Plus International | Other securities | — | — | $506K | 1.4% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $492K | 1.3% | |
| Fidelity US Govt Res | Mutual Funds | — | — | $438K | 1.2% | |
| Oklahoma Allspring Special Mid Cap Value | Other securities | — | — | $405K | 1.1% | |
| Fidelity Adv Freedom 2020 K | Mutual Funds | — | — | $348K | 0.9% | |
| Neuberger Berman Genesis Fund | Other securities | — | — | $271K | 0.7% | |
| Fidelity Adv Freedom 2015 K | Mutual Funds | — | — | $244K | 0.7% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $216K | 0.6% | |
| Fidelity Adv Freedom 2065 K | Mutual Funds | — | — | $139K | 0.4% | |
| Fidelity Freedom Income K | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
