Dan Lewis signed MATE Precision Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MATE Precision Technologies' EIN is 41-0881512.
Download the official 2024 Form 5500 (PDF) for MATE Precision Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MATE Precision Technologies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $46K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * FID BLUE CHIP GR K6 | Mutual Funds | — | — | $14.0M | 16.8% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $11.5M | 13.7% | |
| LARGE CAP VALUE G1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.2M | 6.2% | |
| TRP SM CAP STOCK I | Other securities | — | — | $4.9M | 5.9% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | — | $4.2M | 5.1% | |
| NYLI W LRG CP GR R6 | Other securities | — | — | $3.9M | 4.7% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | — | $3.5M | 4.2% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $3.0M | 3.6% | |
| Money market * FIDELITY GOVT MMKT | Mutual Funds | — | — | $3.0M | 3.6% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | — | $2.9M | 3.5% | |
| AF EUROPAC GROWTH R6 | Other securities | — | — | $2.9M | 3.4% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | — | $2.5M | 3.0% | |
| UM BEHAVIORAL VAL R6 | Other securities | — | — | $2.3M | 2.8% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | — | $2.2M | 2.7% | |
| JPM MID CAP VALUE R6 | Other securities | — | — | $2.0M | 2.4% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | — | $2.0M | 2.4% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | — | $1.4M | 1.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | — | $895K | 1.1% | |
| FID TOTAL BOND K6 | Mutual Funds | — | — | $823K | 1.0% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | — | $815K | 1.0% | |
| Cash surrender value of life insurance policies | Cash / Money Market | — | — | $787K | 0.9% | |
| NUVEEN REALESTATE R6 | Mutual Funds | — | — | $781K | 0.9% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $777K | 0.9% | |
| Notes receivable (interest rates ranging from 4.25 to 9.50% with maturities through 2033) | Bonds / Notes | — | — | $746K | 0.9% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | — | $729K | 0.9% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $562K | 0.7% | |
| JPM EMRG MKTS EQ R6 | Other securities | — | — | $482K | 0.6% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | — | $460K | 0.6% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | — | $408K | 0.5% | |
| FID INTL INDEX | Mutual Funds | — | — | $305K | 0.4% | |
| FID FREEDOM INC K6 | Mutual Funds | — | — | $235K | 0.3% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | — | $232K | 0.3% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | — | $73K | <0.1% | |
| Total premiums paid to carrier................................................................. | Other securities | — | — | $8K | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE G1 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
