John Wallace signed Mechatronics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mechatronics, Inc.'s EIN is 91-1283217.
Download the official 2024 Form 5500 (PDF) for Mechatronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mechatronics, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC PORTFOLIO CONSULTING | 20-4049073 | — | SERVICE PROVIDER | $34K | — |
| NORTHWEST PLAN SERVICES | 91-2090931 | — | SERVICE PROVIDER | $24K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | SERVICE PROVIDER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income F N/R | Mutual Funds | — | — | $3.9M | 25.0% | |
| Vanguard Mid Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $1.9M | 12.4% | |
| Clearbridge Large Cap Growth FD CL I N/R | Mutual Funds | — | — | $1.4M | 8.7% | |
| Dodge & Cox Stock FU N/R | Mutual Funds | — | — | $1.3M | 8.4% | |
| Vanguard 500 Index F N/R | Common Collective Trusts | — | — | $1.3M | 8.3% | |
| Dodge & Cox International Stock X N/R | Mutual Funds | — | — | $1.1M | 7.0% | |
| WCM Focused International Growth N/R | Other securities | — | — | $1.1M | 6.8% | |
| JP Morgan Global Bond Oppty FD R6 N/R | Other securities | — | — | $872K | 5.6% | |
| WELLS FARGO COLL STABLE RETURN N60 WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $854K | 5.5% | |
| Vanguard Small Cap Growth Index Admi N/R | Mutual Funds | — | — | $612K | 3.9% | |
| Vanguard Small Cap Value Index Admi N/R | Mutual Funds | — | — | $607K | 3.9% | |
| Vanguard Real Estate IN FD Adm Shrs N/R | Mutual Funds | — | — | $558K | 3.6% | |
| Participant Loans * Notes receivable from participants Interest rates: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $117K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
