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Original filing (PDF)20250731102433NAL0005888529001
MULTI DIMENSIONAL INTEGRATION
Form 5500
FILING_RECEIVED
MULTI DIMENSIONAL INTEGRATION 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
222
Accounts w/ balance
208
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
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 (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULTI DIMENSIONAL INTEGRATION.
Plan sponsor
Name
MULTI DIMENSIONAL INTEGRATION
EIN
37-1508850
Address
39 E FORREST AVE STE 12 · SHREWSBURY, PA · 173611426
Phone
(717) 227-1800
Industry
Retail Tradesee all
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)
Auditor
STAMBAUGH NESS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.7M | 19.9% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.5M | 17.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.3M | 15.6% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $832K | 9.7% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $529K | 6.2% | |
| TIAA-CREF Large-Cap Growth Index Fund Institutional Class Mutual Fund | — | — | — | $284K | 3.3% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $281K | 3.3% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $201K | 2.3% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $195K | 2.3% | |
| Fidelity Select Software & IT Svcs Port Mutual Fund | — | — | — | $176K | 2.0% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $160K | 1.9% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $115K | 1.3% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund | — | — | — | $98K | 1.1% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund | — | — | — | $67K | 0.8% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $66K | 0.8% | |
| American Funds Growth and Income Portfolio Class R-6 Mutual Fund | — | — | — | $62K | 0.7% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $61K | 0.7% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $53K | 0.6% | |
| Fidelity Advisor Mid Cap II Z Mutual Fund | — | — | — | $50K | 0.6% | |
| Lord Abbett Developing Growth Fund Class R6 Mutual Fund | — | — | — | $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 | — | — | — | $45K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $43K | 0.5% | |
| Participant loans Low 9.00% - High 9.50% | — | — | — | $41K | 0.5% | |
| Fidelity Advisor Small Cap Value Z Mutual Fund | — | — | — | $39K | 0.5% | |
| Vanguard Total World Stock Index Fund Admiral Mutual Fund | — | — | — | $37K | 0.4% | |
| AB Discovery Growth Fund Class Z Mutual Fund | — | — | — | $35K | 0.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $35K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual Fund | — | — | — | $35K | 0.4% | |
| Fidelity Capital & Income Mutual Fund | — | — | — | $35K | 0.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $28K | 0.3% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $24K | 0.3% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Fund | — | — | — | $24K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $23K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $21K | 0.2% | |
| TIAA-CREF Lifestyle Aggressive Growth Fund Institutional Class Mutual Fund | — | — | — | $21K | 0.2% | |
| MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual Fund | — | — | — | $19K | 0.2% | |
| Fidelity Multi-Asset Index Mutual Fund | — | — | — | $18K | 0.2% | |
| Lord Abbett Bond Debenture Fund Class R6 Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | — | — | — | $16K | 0.2% | |
| Fidelity Total Bond Fund Mutual Fund | — | — | — | $12K | 0.1% | |
| BlackRock Advantage Small Cap Core Fund Institutional Shares Mutual Fund | — | — | — | $12K | 0.1% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | — | — | — | $11K | 0.1% | |
| Schwab Fundamental International Large Company Index Fund Mutual Fund | — | — | — | $10K | 0.1% | |
| TIAA-CREF Real Estate Securities Fund Institutional Class Mutual Fund | — | — | — | $10K | 0.1% | |
| Parametric International Equity Fund Class R6 Mutual Fund | — | — | — | $9K | 0.1% | |
| Vanguard International Value Fund Investor Shares Mutual Fund | — | — | — | $9K | 0.1% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $9K | 0.1% | |
| TIAA-CREF Small-Cap Blend Index Fund Institutional Class Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard GNMA Fund Admiral Shares Mutual Fund | — | — | — | $4K | <0.1% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $3K | <0.1% |