JILL Welch signed Motion & Control Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Motion & Control Enterprises, LLC's EIN is 51-0398076.
Download the official 2024 Form 5500 (PDF) for Motion & Control Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Motion & Control Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ASCENSUS | 45-0404698 | — | RECORDKEEPER | $97K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $5.2M | 11.8% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $3.9M | 8.8% | |
| Fidelity S&P 500 Index Fund | Common Collective Trusts | — | — | $3.7M | 8.3% | |
| MFS Massachusetts Investors Growth Stock R6 Fund | Mutual Funds | — | — | $3.6M | 8.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.4M | 7.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $3.3M | 7.5% | |
| FEDERATED HERMES CAPITAL PRES FUND FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3.0M | 6.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.0M | 6.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.0M | 4.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.9M | 4.3% | |
| American Funds New Perspective R6 Fund | Mutual Funds | — | — | $1.4M | 3.1% | |
| American Funds American Balanced R6 Fund | Mutual Funds | — | — | $1.2M | 2.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 2.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.0M | 2.4% | |
| JPMorgan Small Cap Growth R6 Fund | Other securities | — | — | $984K | 2.2% | |
| MFS Institutional Growth R6 Fund | Mutual Funds | — | — | $932K | 2.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $911K | 2.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $741K | 1.7% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $594K | 1.4% | |
| American Century Small Cap Value R6 Fund | Other securities | — | — | $436K | 1.0% | |
| Vanguard Retirement Income | Mutual Funds | — | — | $407K | 0.9% | |
| MFS Mid Cap Growth R6 Fund | Mutual Funds | — | — | $339K | 0.8% | |
| Participants Participant loans (interest rates between 3.25% and 9.50%) | Bonds / Notes | — | — | $328K | 0.7% | |
| JPMorgan Emerging Market Equity Fund | Other securities | — | — | $310K | 0.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $227K | 0.5% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $43K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
