How big is Maxmara USA, Inc.'s plan?

Maxmara USA, Inc.'s plan reported $19.5M in assets and 267 participants for 2024.

Original filing (PDF)20251015090708NAL0002144707001

Maxmara USA, Inc.

Name: Maxmara USA, Inc. — Maxmara USA, Inc. 401(k), Form 5500 (2024)
Creator: Maxmara USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Maxmara USA, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Maxmara USA, Inc.'s Maxmara USA, Inc. 401(k) Retirement Savings Plan held $19.5M in plan assets for 267 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

267

Accounts w/ balance

256

Plan assets (EOY)

$19.5M

Net assets (EOY)

$19.5M

People on this filing

Jonah Klein signed Maxmara USA, Inc.'s 2024 Form 5500 as plan administrator.

Jonah Klein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Maxmara USA, Inc.'s EIN is 13-3380073.

EIN 13-3380073

Plan number 001

Plan year 2024

ACK ID 20251015090708NAL0002144707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maxmara USA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maxmara USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAXMARA USA, INC..

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 20K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

MAXMARA USA, INC.

EIN

all filings

Address

555 MADISON AVENUE 10TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 536-6215

Industry

Retail Trade

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH

Investments

27 direct securities· $19.5M(100% of reported assets)

Other securities

$11.5M

17 holdings

Common Collective Trusts

$4.4M

2 holdings

Stable Value

$1.6M

1 holding

Mutual Funds

$1.0M

5 holdings

U.S. Treasuries

$521K

1 holding

Bonds / Notes

$338K

1 holding

					% of plan
iShares S&P 500 Index Mutual Fund	Common Collective Trusts	—	—	$4.1M	21.0%
T. Rowe Price Blue Chip Growth Mutual Fund	Other securities	—	—	$2.6M	13.5%
iShares MSCI EAFE International Index Mutual Fund	Other securities	—	—	$2.2M	11.1%
Key Guaranteed Portfolio Fund Guaranteed investment contract	Stable Value	—	—	$1.6M	8.4%
iShares U.S. Aggregate Bond Index Mutual Fund	Other securities	—	—	$1.3M	6.5%
Nationwide Mid Cap Market Index R6 Mutual Fund	Other securities	—	—	$1.2M	6.3%
Pioneer Strategic Income Mutual Fund	Other securities	—	—	$990K	5.1%
BlackRock LifePath Index 2050 Mutual Fund	Other securities	—	—	$829K	4.3%
BlackRock LifePath Index Retirement Mutual Fund	Other securities	—	—	$606K	3.1%
TIAA-CREF Core Impact Bond INSTL Mutual Fund	U.S. Treasuries	—	—	$521K	2.7%
American Funds Washington Mutual R6 Mutual Fund	Mutual Funds	—	—	$475K	2.4%
iShares Russell 2000 Small-Cap Index Mutual Fund	Common Collective Trusts	—	—	$356K	1.8%
Notes receivable from participants Interest rates range from 4.25% to 9.50%	Bonds / Notes	—	—	$338K	1.7%
T. Rowe Price Emerging Markets Stock Mutual Fund	Other securities	—	—	$325K	1.7%
BlackRock LifePath Index 2035 Mutual Fund	Other securities	—	—	$302K	1.6%
BlackRock LifePath Index 2055 Mutual Fund	Other securities	—	—	$243K	1.2%
BlackRock LifePath Index 2045 Mutual Fund	Other securities	—	—	$234K	1.2%
Invesco Main Street MID CAP R6 Mutual Fund	Mutual Funds	—	—	$191K	1.0%
MFS Value R6 Mutual Fund	Mutual Funds	—	—	$147K	0.8%
BlackRock LifePath Index 2030 Mutual Fund	Other securities	—	—	$147K	0.8%
BlackRock LifePath Index 2060 Mutual Fund	Other securities	—	—	$143K	0.7%
ClearBridge Large Cap Growth Mutual Fund	Other securities	—	—	$122K	0.6%
TIAA-CREF Social Choice EQ INSTL Mutual Fund	Mutual Funds	—	—	$118K	0.6%
T. Rowe Price Overseas Stock Mutual Fund	Other securities	—	—	$112K	0.6%
Western Asset Core Plus Bond Mutual Fund	Other securities	—	—	$97K	0.5%
American Funds Fundamental Investors R6 Mutual Fund	Mutual Funds	—	—	$85K	0.4%
BlackRock LifePath Index 2040 Mutual Fund	Other securities	—	—	$81K	0.4%