How big is Multi Dimensional Integration's plan?

Multi Dimensional Integration's plan reported $8.6M in assets and 222 participants for 2024.

Original filing (PDF)20250731102433NAL0005888529001

Multi Dimensional Integration

Name: Multi Dimensional Integration — Multi Dimensional, Form 5500 (2024)
Creator: Multi Dimensional Integration
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Multi Dimensional Integration 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Multi Dimensional Integration's Multi Dimensional Integration 401(k) Profit Sharing Plan & Trust held $8.6M in plan assets for 222 participants in 2024.

Signals · 2

Possibly inadequate fidelity bondNo recordkeeper disclosed

Active participants

222

Accounts w/ balance

208

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Anthony M Ward ESQ. signed Multi Dimensional Integration's 2024 Form 5500 as plan administrator.

Anthony M Ward ESQ. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Multi Dimensional Integration's EIN is 37-1508850.

EIN 37-1508850

Plan number 001

Plan year 2024

ACK ID 20250731102433NAL0005888529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Multi Dimensional Integration from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Multi Dimensional Integration's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MULTI DIMENSIONAL INTEGRATION.

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How this plan invests

This plan

50 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

MULTI DIMENSIONAL INTEGRATION

EIN

all filings

Address

39 E FORREST AVE STE 12 · SHREWSBURY, PA · 173611426

Phone

(717) 227-1800

Industry

Retail Trade

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOMBARD ADVISERS INC.	52-1695548	BALTIMORE, MD	ADVISOR	$12K	—

Investments

50 direct securities· $8.5M(99% of reported assets)

Mutual Funds

$6.4M

31 holdings

Common Collective Trusts

$2.0M

13 holdings

Other securities

$56K

3 holdings

Bonds / Notes

$41K

1 holding

U.S. Treasuries

$18K

1 holding

Agency / Mortgage-Backed

$4K

1 holding

					% of plan
American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.7M	19.9%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.5M	17.5%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$1.3M	15.6%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$832K	9.7%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$529K	6.2%
TIAA-CREF Large-Cap Growth Index Fund Institutional Class Mutual Fund	Common Collective Trusts	—	—	$284K	3.3%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$281K	3.3%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$201K	2.3%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$195K	2.3%
Fidelity Select Software & IT Svcs Port Mutual Fund	Mutual Funds	—	—	$176K	2.0%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$160K	1.9%
Vanguard International Growth Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$115K	1.3%
Vanguard Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$98K	1.1%
American Funds American Balanced Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$67K	0.8%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$66K	0.8%
American Funds Growth and Income Portfolio Class R-6 Mutual Fund	Mutual Funds	—	—	$62K	0.7%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$61K	0.7%
Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$53K	0.6%
Fidelity Advisor Mid Cap II Z Mutual Fund	Mutual Funds	—	—	$50K	0.6%
Lord Abbett Developing Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$50K	0.6%
Fidelity International Growth Fund Mutual Fund 497 Nuveen High Yield Fund R6 Mutual Fund 257 Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Money Market Fund	Mutual Funds	—	—	$45K	0.5%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$43K	0.5%
Participant loans Low 9.00% - High 9.50%	Bonds / Notes	—	—	$41K	0.5%
Fidelity Advisor Small Cap Value Z Mutual Fund	Mutual Funds	—	—	$39K	0.5%
Vanguard Total World Stock Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$37K	0.4%
AB Discovery Growth Fund Class Z Mutual Fund	Other securities	—	—	$35K	0.4%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$35K	0.4%
Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$35K	0.4%
Fidelity Capital & Income Mutual Fund	Mutual Funds	—	—	$35K	0.4%
Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$28K	0.3%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$24K	0.3%
Vanguard Equity-Income Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$24K	0.3%
American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$23K	0.3%
Vanguard Small Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$21K	0.2%
TIAA-CREF Lifestyle Aggressive Growth Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$21K	0.2%
MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual Fund	Mutual Funds	—	—	$19K	0.2%
Fidelity Multi-Asset Index Mutual Fund	Mutual Funds	—	—	$18K	0.2%
Lord Abbett Bond Debenture Fund Class R6 Mutual Fund	U.S. Treasuries	—	—	$18K	0.2%
Vanguard Balanced Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$16K	0.2%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$12K	0.1%
BlackRock Advantage Small Cap Core Fund Institutional Shares Mutual Fund	Other securities	—	—	$12K	0.1%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$11K	0.1%
Schwab Fundamental International Large Company Index Fund Mutual Fund	Common Collective Trusts	—	—	$10K	0.1%
TIAA-CREF Real Estate Securities Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$10K	0.1%
Parametric International Equity Fund Class R6 Mutual Fund	Other securities	—	—	$9K	0.1%
Vanguard International Value Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$9K	0.1%
Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$9K	0.1%
TIAA-CREF Small-Cap Blend Index Fund Institutional Class Mutual Fund	Common Collective Trusts	—	—	$6K	<0.1%
Vanguard GNMA Fund Admiral Shares Mutual Fund	Agency / Mortgage-Backed	—	—	$4K	<0.1%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%