Original filing (PDF)20250804104427NAL0000925953001

MAX HOME, LLC

Name: MAX HOME, LLC — MAX HOME, LLC EMPLOYEES SAVINGS TRUST, Form 5500 (2024)
Creator: MAX HOME, LLC

Form 5500

FILING_RECEIVED

MAX HOME, LLC EMPLOYEES SAVINGS TRUST

401(k) retirement plan

Signals · 1

~85 bps in Sched C fees

Active participants

447

Accounts w/ balance

191

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

Knocking points off

85 bps in Schedule C fees — 63% above peer band of 52 bps.
Only 43% as many balances as active participants — suggests many active employees aren't deferring.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAX HOME, LLC.

Plan sponsor

Name

MAX HOME, LLC

EIN

20-0055577

Address

101 MAX PLACE · FULTON, MS · 38843

Phone

(662) 862-9966

Industry

Manufacturingsee all

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

2025-08-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WATKINS UIBERALL PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS LIFE INSURANCE CORP.	47-0098400	—	RECORDKEEPER	$10K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
STADION MONEY MANAGEMENT, LLC	45-1564286	—	MANAGED ACCOUNT PROVIDER	$8K	—

Investments

24 direct securities · 1 pooled fund· $4.4M(100% of reported assets)

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.

Pooled Separate Account

$2.2M

1 holding

Uncategorized

$2.2M

24 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
AMERITAS LIFE INSURANCE CORP. AMERITAS LIFE INSURANCE CORP. SEPARATE ACCOUNT G · EIN 47-0098400 / PN 003	Pooled Separate Account	—	—	$2.2M	100.0%
Stadion Growth Fund	—	—	—	$507K	23.1%
Stadion Balanced Fund Class	—	—	—	$471K	21.5%
Stadion Moderate Growth Fund	—	—	—	$351K	16.0%
State Street S&P 500 Index SL	—	—	—	$100K	4.6%
Stadion Conservative Fund Class	—	—	—	$84K	3.8%
MFS Value Fund Class	—	—	—	$82K	3.7%
State Street S&P Mid Cap Index SL	—	—	—	$77K	3.5%
Janus Henderson Balanced Fund	—	—	—	$73K	3.3%
Stadion Maximum Growth Fund	—	—	—	$73K	3.3%
JP Morgan Large Cap Growth fund Class R3	—	—	—	$72K	3.3%
State Street Russell Small Cap Index SL	—	—	—	$51K	2.3%
T. Rowe Price Retirement Balanced Advisor	—	—	—	$42K	1.9%
T. Rowe Price Retirement 2035	—	—	—	$29K	1.3%
Lord Abbett Short Duration Inc	—	—	—	$29K	1.3%
T. Rowe Price Retirement 2030	—	—	—	$28K	1.3%
State Street Int-l Index SL	—	—	—	$27K	1.2%
T. Rowe Price Retirement 2040	—	—	—	$26K	1.2%
Loomis Sayles Investment Grade Bond Fund	—	—	—	$24K	1.1%
T. Rowe Price Retirement 2055	—	—	—	$12K	0.6%
T. Rowe Price Retirement 2050	—	—	—	$12K	0.5%
American Century Prime Money Market	—	—	—	$11K	0.5%
T. Rowe Price Retirement 2060	—	—	—	$7K	0.3%
T. Rowe Price Retirement 2045	—	—	—	$6K	0.3%
Stadion Capital Preservation Fund	—	—	—	$78	<0.1%