Formax, LLC's EIN is 02-0407657.
Download the official 2024 Form 5500 (PDF) for Formax, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Formax, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | — | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LLC | 46-5061538 | CONCORD, MA | ADVISOR | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Funds Self-Directed Brokerage Funds | Self-Directed Brokerage | — | — | $9.0M | 60.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 11.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $864K | 5.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $626K | 4.2% | |
| JP Morgan Large Growth R6 Mutual Fund | Other securities | — | — | $526K | 3.5% | |
| Schwab S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $520K | 3.5% | |
| American New Persoective R6 Mutual Fund | Other securities | — | — | $311K | 2.1% | |
| Vanguard Small-Cap Index Adm Mutual Fund | Mutual Funds | — | — | $252K | 1.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $200K | 1.3% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $142K | 0.9% | |
| Vanguard Equity Income Adm Mutual Fund | Mutual Funds | — | — | $129K | 0.9% | |
| maturing through 2028 $ - | Other securities | — | — | $112K | 0.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $112K | 0.7% | |
| John Hancock Bond Fund R6 Mutual Fund | Other securities | — | — | $89K | 0.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $81K | 0.5% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $62K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $45K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $30K | 0.2% | |
| JH STABLE VALUE GUARANTEED JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Common Collective Trust | — | — | $30K | 0.2% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $29K | 0.2% | |
| JP Morgan US Govt Mkt Cap Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN INTEGRITY PARTNERS LLC | 88-4096467 | BURLINGTON, VT | — | $2K | — |
| EQUITY SERVICES INC | — | MONTPILIER, NH | — | $0 | — |
