KIM Burke signed Maintech Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maintech Incorporated's EIN is 13-4155224.
Download the official 2024 Form 5500 (PDF) for Maintech Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maintech Incorporated'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXIOM INVESTMENT MANAGEMENT LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK ADV LARGE CAP R | Registered Investment Companies | — | — | $4.9M | 15.0% | |
| T. ROWE PRICE GROWTH STOCK | Registered Investment Companies | — | — | $3.0M | 9.2% | |
| AMERFDS 2030 TARG DATE RET-R2 | Registered Investment Companies | — | — | $2.8M | 8.6% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $2.5M | 7.6% | |
| AMERFDS 2040 TARG DATE RET-R2 | Registered Investment Companies | — | — | $2.5M | 7.5% | |
| AMERFDS 2050 TARG DATE RET-R2 | Registered Investment Companies | — | — | $1.9M | 5.8% | |
| NUVEEN MID CAP VALUE 1 FUNDA | Registered Investment Companies | — | — | $1.9M | 5.7% | |
| BLACKROCK MID CAP GR EQUITY-R | Registered Investment Companies | — | — | $1.6M | 4.9% | |
| AMF AMERICAN MUTUAL R2E | Registered Investment Companies | — | — | $1.6M | 4.9% | |
| CLEARBRIDGE INTL GROWTH R | Registered Investment Companies | — | — | $1.2M | 3.8% | |
| FIDELITY GOVT CASH RESERVES | Registered Investment Companies | — | — | $1.2M | 3.7% | |
| DFA US MICRO CAP PORT INST | Registered Investment Companies | — | — | $1.2M | 3.5% | |
| PIONEERBONDFUND-R | Registered Investment Companies | — | — | $1.1M | 3.3% | |
| AMERICAN BEACON SM CP VL Y | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| LOOMIS SAYLES INV GRADE BND AD | Registered Investment Companies | — | — | $983K | 3.0% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $915K | 2.8% | |
| AMERFDS 2020 TARG DATE RET-R2 | Registered Investment Companies | — | — | $846K | 2.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $230K | 0.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $226K | 0.7% | |
| MASSMUTUAL INFL PROT INC R4 | Registered Investment Companies | — | — | $158K | 0.5% | |
| HARTFORD CORE EQUITY FUND R5 | Registered Investment Companies | — | — | $157K | 0.5% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $131K | 0.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $115K | 0.3% | |
| MACQUARIE VALUE R | Registered Investment Companies | — | — | $109K | 0.3% | |
| AMERFDS 2010 TARG DATE RET-R2 | Registered Investment Companies | — | — | $70K | 0.2% | |
| GOLDMAN SMALL CAP VALUE R | Registered Investment Companies | — | — | $44K | 0.1% | |
| AM FNDS EUROPACIFIC GROWTH -R3 | Registered Investment Companies | — | — | $14K | <0.1% | |
| HARTFORD INTL OPPS R5 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-5412674 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $180K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $20 | — |