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Original filing (PDF)20251006150827NAL0003899697001
MATE PRECISION TECHNOLOGIES
Form 5500
FILING_RECEIVED
MATE PRECISION TECHNOLOGIES EMPLOYEE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
265
Accounts w/ balance
372
Plan assets (EOY)
$83.6M
Net assets (EOY)
$83.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
36 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
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATE PRECISION TECHNOLOGIES.
Plan sponsor
Name
MATE PRECISION TECHNOLOGIES
EIN
41-0881512
Address
1295 LUND BLVD. · ANOKA, MN · 55303
Phone
(763) 576-3424
Industry
Manufacturingsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
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 | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $46K | — |
Investments
34 direct securities · 4 pooled funds· $83.3M(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
$62.8M
33 holdings
Mutual Funds
$14.0M
1 holding
Common Collective Trust
$6.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * FID BLUE CHIP GR K6 | Mutual Funds | — | — | $14.0M | 16.8% | |
| FID 500 INDEX | — | — | — | $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 | — | — | — | $4.9M | 5.9% | |
| FID FREEDOM 2025 K6 | — | — | — | $4.2M | 5.1% | |
| NYLI W LRG CP GR R6 | — | — | — | $3.9M | 4.7% | |
| MFS MID CAP GRTH R6 | — | — | — | $3.5M | 4.2% | |
| PIMCO INCOME INST | — | — | — | $3.0M | 3.6% | |
| Money market * FIDELITY GOVT MMKT | — | — | — | $3.0M | 3.6% | |
| FID FREEDOM 2035 K6 | — | — | — | $2.9M | 3.5% | |
| AF EUROPAC GROWTH R6 | — | — | — | $2.9M | 3.4% | |
| FID FREEDOM 2040 K6 | — | — | — | $2.5M | 3.0% | |
| UM BEHAVIORAL VAL R6 | — | — | — | $2.3M | 2.8% | |
| FID FREEDOM 2050 K6 | — | — | — | $2.2M | 2.7% | |
| JPM MID CAP VALUE R6 | — | — | — | $2.0M | 2.4% | |
| FID FREEDOM 2030 K6 | — | — | — | $2.0M | 2.4% | |
| MFS INTL DIVRSN R6 | — | — | — | $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 | — | — | — | $1.3M | 1.5% | |
| FID FREEDOM 2055 K6 | — | — | — | $895K | 1.1% | |
| FID TOTAL BOND K6 | — | — | — | $823K | 1.0% | |
| FID FREEDOM 2045 K6 | — | — | — | $815K | 1.0% | |
| Cash surrender value of life insurance policies | — | — | — | $787K | 0.9% | |
| NUVEEN REALESTATE R6 | — | — | — | $781K | 0.9% | |
| FID US BOND IDX | — | — | — | $777K | 0.9% | |
| Notes receivable (interest rates ranging from 4.25 to 9.50% with maturities through 2033) | — | — | — | $746K | 0.9% | |
| FID FREEDOM 2020 K6 | — | — | — | $729K | 0.9% | |
| FID SM CAP IDX | — | — | — | $562K | 0.7% | |
| JPM EMRG MKTS EQ R6 | — | — | — | $482K | 0.6% | |
| FID FREEDOM 2065 K6 | — | — | — | $460K | 0.6% | |
| FID FREEDOM 2060 K6 | — | — | — | $408K | 0.5% | |
| FID INTL INDEX | — | — | — | $305K | 0.4% | |
| FID FREEDOM INC K6 | — | — | — | $235K | 0.3% | |
| FID FREEDOM 2015 K6 | — | — | — | $232K | 0.3% | |
| FID FREEDOM 2010 K6 | — | — | — | $73K | <0.1% | |
| Total premiums paid to carrier................................................................. | — | — | — | $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% |
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