Kristin Esterby signed Mechanical Dynamics & Analysis LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mechanical Dynamics & Analysis LLC's EIN is 20-3400458.
Download the official 2024 Form 5500 (PDF) for Mechanical Dynamics & Analysis LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mechanical Dynamics & Analysis LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $42K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Institutional Fidelity Blue Chip Growth K Fund - | Mutual Funds | — | — | $9.7M | 7.9% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2040 Fund - | Mutual Funds | — | — | $9.7M | 7.8% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2030 Fund - | Mutual Funds | — | — | $9.6M | 7.7% | |
| MFS Investment Management Co. MFS Blended Research Core Equity R6 - | Mutual Funds | — | — | $6.8M | 5.5% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2045 Fund - | Mutual Funds | — | — | $6.6M | 5.3% | |
| Fidelity Investments Institutional Fidelity Contra K Fund - | Mutual Funds | — | — | $6.5M | 5.3% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2025 Fund - | Mutual Funds | — | — | $6.3M | 5.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2035 Fund - | Mutual Funds | — | — | $6.1M | 5.0% | |
| Fidelity Investments Institutional Fidelity Growth Company K Fund - | Mutual Funds | — | — | $5.3M | 4.3% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2050 Fund - | Mutual Funds | — | — | $3.8M | 3.1% | |
| Fidelity Investments Institutional Brokerage Link - Common Stock - | Self-Directed Brokerage | — | — | $3.2M | 2.6% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2055 Fund - | Mutual Funds | — | — | $3.0M | 2.4% | |
| Fidelity Investments Institutional Fidelity Government Money Market - | Mutual Funds | — | — | $2.8M | 2.3% | |
| Fidelity Investments Institutional Fidelity Low priced Stock K Fund - | Mutual Funds | — | — | $2.6M | 2.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2020 Fund - | Mutual Funds | — | — | $2.2M | 1.8% | |
| PIMCO Total Return Institutional Fund - | Mutual Funds | — | — | $2.1M | 1.7% | |
| Participant Loans payments, various maturity dates through August 2034. - | Participant loans | — | — | $2.0M | 1.6% | |
| Fidelity Investments Institutional Brokerage Link -Unit - | Self-Directed Brokerage | — | — | $1.9M | 1.5% | |
| Fidelity Investments Institutional Fidelity Mid Cap Index - | Mutual Funds | — | — | $1.8M | 1.4% | |
| Fidelity Investments Institutional Fidelity US Bonds IDX PR - | Common Collective Trusts | — | — | $1.8M | 1.4% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2060 Fund - | Mutual Funds | — | — | $1.7M | 1.4% | |
| PIMCO Income Institutional - | Mutual Funds | — | — | $1.6M | 1.3% | |
| Fidelity Investments Institutional Fidelity International index - | Mutual Funds | — | — | $1.5M | 1.2% | |
| MFS Investment Management Co. MFS Mid-Cap Growth R4 - | Mutual Funds | — | — | $1.4M | 1.2% | |
| ClearBridge Investments, Inc. ClearBridge International Growth Institutional - | Common Stocks | — | — | $1.4M | 1.1% | |
| Fidelity Investments Institutional Fidelity Emerging Markets K Fund - | Mutual Funds | — | — | $1.4M | 1.1% | |
| American Funds American Funds Balanced R6 - | Mutual Funds | — | — | $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 - | Other securities | — | — | $1.1M | 0.9% | |
| Goldman Sachs Goldman Sachs Small Capital Value Institutional I - | Other securities | — | — | $1.0M | 0.8% | |
| Columbia Management Investment Advisors, Inc. Columbia Overseas Value 13 - | Common Stocks | — | — | $963K | 0.8% | |
| Self-Directed Brokerage * Fidelity Investments Institutional Brokerage Link - Cash - | Self-Directed Brokerage | — | — | $942K | 0.8% | |
| JP Morgan JP Morgan U.S. Equity Income R6 - | Other securities | — | — | $818K | 0.7% | |
| JP Morgan JP Morgan U.S. Small Company Institutional Fund - | Common Stocks | — | — | $749K | 0.6% | |
| American Century American Century Small Capital Growth R6 - | Other securities | — | — | $744K | 0.6% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2015 Fund - | Mutual Funds | — | — | $647K | 0.5% | |
| Fidelity Investments Institutional Brokerage Link - Fidelity Fund - | Self-Directed Brokerage | — | — | $585K | 0.5% | |
| Fidelity Investments Institutional Fidelity Govt Income - | Mutual Funds | — | — | $448K | 0.4% | |
| PGIM Investments PGIM US Real Estate R6 - | Other securities | — | — | $276K | 0.2% | |
| Fidelity Investments Institutional Brokerage Link - Certificate of Deposit - | Self-Directed Brokerage | — | — | $55K | <0.1% | |
| Fidelity Investments Institutional Brokerage Link - External Fund - | Self-Directed Brokerage | — | — | $49K | <0.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 Inc Fund - | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2070 Fund - | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Investments Institutional Brokerage Link - Option - | Self-Directed Brokerage | — | — | $11K | <0.1% | |
| Fidelity Investments Institutional Brokerage Link - Preferred Stock - | Self-Directed Brokerage | — | — | $9K | <0.1% | |
| Fidelity Investments Institutional Fidelity Freedom K6 2010 Fund - | Mutual Funds | — | — | $1K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
