Plan Snapshot
- Plan Sponsor: Mechanical Dynamics & Analysis LLC
- Sponsor EIN: 203400458
- Sponsor Address: 25 BRITISH AMERICAN BOULEVARD, LATHAM, NY, 12110
- Plan Type: 401(k)
- Total Participants: 634
- Total Assets: $123.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 634 | $123.6M | $3.9M | $7.2M |
| 2023 | 589 | $104.0M | $3.3M | $6.7M |
| 2022 | 500 | $83.1M | $2.3M | $5.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER, BARR & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $116,596 | $42,009 | $300 | — | — |
| 2023 | $96,647 | $37,127 | $300 | — | — |
| 2022 | $32,204 | $34,105 | — | — | — |