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Original filing (PDF)20250930165414NAL0029843074001
MECHANICAL DYNAMICS & ANALYSIS LLC
Form 5500
FILING_RECEIVED
MECHANICAL DYNAMICS & ANALYSIS LLC 401(K) PLAN
401(k) retirement plan
Active participants
634
Accounts w/ balance
769
Plan assets (EOY)
$123.6M
Net assets (EOY)
$123.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
47 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 MECHANICAL DYNAMICS & ANALYSIS LLC.
Plan sponsor
Name
MECHANICAL DYNAMICS & ANALYSIS LLC
EIN
20-3400458
Address
25 BRITISH AMERICAN BOULEVARD · LATHAM, NY · 12110
Phone
(518) 399-3616
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MENGEL, METZGER, BARR & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $42K | — |
Investments
46 direct securities · 2 pooled funds· $124.0M(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
$122.9M
46 holdings
Pooled Separate Account
$1.1M
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| -in- Identity of issue, borrower, maturity date, rate of interest, collateral, Current Interest lessor, or similar party par or maturity value Cost Value Registered Investment Companies (Mutual Funds) * Fidelity Investments Institutional Fidelity 500 Index PR - | — | — | — | $10.9M | 8.8% | |
| Fidelity Investments Institutional Fidelity Blue Chip Growth K Fund - | — | — | — | $9.7M | 7.9% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2040 Fund - | — | — | — | $9.7M | 7.8% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2030 Fund - | — | — | — | $9.6M | 7.7% | |
| MFS Investment Management Co. MFS Blended Research Core Equity R6 - | — | — | — | $6.8M | 5.5% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2045 Fund - | — | — | — | $6.6M | 5.3% | |
| Fidelity Investments Institutional Fidelity Contra K Fund - | — | — | — | $6.5M | 5.3% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2025 Fund - | — | — | — | $6.3M | 5.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2035 Fund - | — | — | — | $6.1M | 5.0% | |
| Fidelity Investments Institutional Fidelity Growth Company K Fund - | — | — | — | $5.3M | 4.3% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2050 Fund - | — | — | — | $3.8M | 3.1% | |
| Fidelity Investments Institutional Brokerage Link - Common Stock - | — | — | — | $3.2M | 2.6% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2055 Fund - | — | — | — | $3.0M | 2.4% | |
| Fidelity Investments Institutional Fidelity Government Money Market - | — | — | — | $2.8M | 2.3% | |
| Fidelity Investments Institutional Fidelity Low priced Stock K Fund - | — | — | — | $2.6M | 2.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2020 Fund - | — | — | — | $2.2M | 1.8% | |
| PIMCO Total Return Institutional Fund - | — | — | — | $2.1M | 1.7% | |
| Participant Loans payments, various maturity dates through August 2034. - | — | — | — | $2.0M | 1.6% | |
| Fidelity Investments Institutional Brokerage Link -Unit - | — | — | — | $1.9M | 1.5% | |
| Fidelity Investments Institutional Fidelity Mid Cap Index - | — | — | — | $1.8M | 1.4% | |
| Fidelity Investments Institutional Fidelity US Bonds IDX PR - | — | — | — | $1.8M | 1.4% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2060 Fund - | — | — | — | $1.7M | 1.4% | |
| PIMCO Income Institutional - | — | — | — | $1.6M | 1.3% | |
| Fidelity Investments Institutional Fidelity International index - | — | — | — | $1.5M | 1.2% | |
| MFS Investment Management Co. MFS Mid-Cap Growth R4 - | — | — | — | $1.4M | 1.2% | |
| ClearBridge Investments, Inc. ClearBridge International Growth Institutional - | — | — | — | $1.4M | 1.1% | |
| Fidelity Investments Institutional Fidelity Emerging Markets K Fund - | — | — | — | $1.4M | 1.1% | |
| American Funds American Funds Balanced R6 - | — | — | — | $1.1M | 0.9% | |
| STABLE VALUE ACCOUNT PSA NO.25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.1M | 0.9% | |
| New York Life Insurance New York Life Anchor Account - | — | — | — | $1.1M | 0.9% | |
| Goldman Sachs Goldman Sachs Small Capital Value Institutional I - | — | — | — | $1.0M | 0.8% | |
| Columbia Management Investment Advisors, Inc. Columbia Overseas Value 13 - | — | — | — | $963K | 0.8% | |
| Self-Directed Brokerage * Fidelity Investments Institutional Brokerage Link - Cash - | — | — | — | $942K | 0.8% | |
| JP Morgan JP Morgan U.S. Equity Income R6 - | — | — | — | $818K | 0.7% | |
| JP Morgan JP Morgan U.S. Small Company Institutional Fund - | — | — | — | $749K | 0.6% | |
| American Century American Century Small Capital Growth R6 - | — | — | — | $744K | 0.6% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2015 Fund - | — | — | — | $647K | 0.5% | |
| Fidelity Investments Institutional Brokerage Link - Fidelity Fund - | — | — | — | $585K | 0.5% | |
| Fidelity Investments Institutional Fidelity Govt Income - | — | — | — | $448K | 0.4% | |
| PGIM Investments PGIM US Real Estate R6 - | — | — | — | $276K | 0.2% | |
| Fidelity Investments Institutional Brokerage Link - Certificate of Deposit - | — | — | — | $55K | <0.1% | |
| Fidelity Investments Institutional Brokerage Link - External Fund - | — | — | — | $49K | <0.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 Inc Fund - | — | — | — | $23K | <0.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2070 Fund - | — | — | — | $14K | <0.1% | |
| Fidelity Investments Institutional Brokerage Link - Option - | — | — | — | $11K | <0.1% | |
| Fidelity Investments Institutional Brokerage Link - Preferred Stock - | — | — | — | $9K | <0.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2010 Fund - | — | — | — | $1K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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