Larry Gentry signed Max Home, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Max Home, LLC's EIN is 20-0055577.
Download the official 2024 Form 5500 (PDF) for Max Home, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Max Home, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT, LLC | 45-1564286 | — | MANAGED ACCOUNT PROVIDER | $8K | — |
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.
| PI | % 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 | Other securities | — | — | $507K | 23.1% | |
| Stadion Balanced Fund Class | Other securities | — | — | $471K | 21.5% | |
| Stadion Moderate Growth Fund | Other securities | — | — | $351K | 16.0% | |
| State Street S&P 500 Index SL | Common Collective Trusts | — | — | $100K | 4.6% | |
| Stadion Conservative Fund Class | Other securities | — | — | $84K | 3.8% | |
| MFS Value Fund Class | Mutual Funds | — | — | $82K | 3.7% | |
| State Street S&P Mid Cap Index SL | Other securities | — | — | $77K | 3.5% | |
| Janus Henderson Balanced Fund | Mutual Funds | — | — | $73K | 3.3% | |
| Stadion Maximum Growth Fund | Other securities | — | — | $73K | 3.3% | |
| JP Morgan Large Cap Growth fund Class R3 | Other securities | — | — | $72K | 3.3% | |
| State Street Russell Small Cap Index SL | Other securities | — | — | $51K | 2.3% | |
| T. Rowe Price Retirement Balanced Advisor | Other securities | — | — | $42K | 1.9% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $29K | 1.3% | |
| Lord Abbett Short Duration Inc | Mutual Funds | — | — | $29K | 1.3% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $28K | 1.3% | |
| State Street Int-l Index SL | Other securities | — | — | $27K | 1.2% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $26K | 1.2% | |
| Loomis Sayles Investment Grade Bond Fund | Other securities | — | — | $24K | 1.1% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $12K | 0.6% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $12K | 0.5% | |
| American Century Prime Money Market | Cash / Money Market | — | — | $11K | 0.5% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $7K | 0.3% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $6K | 0.3% | |
| Stadion Capital Preservation Fund | Other securities | — | — | $78 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
