How big is Maxed OUT Investments' plan?

Maxed OUT Investments' plan reported $392K in assets and 3 participants for 2025.

Original filing (PDF)20260520115756NAL0003272946001

Maxed OUT Investments

Name: Maxed OUT Investments — Maxed OUT Investments 401(k), Form 5500 (2025)
Creator: Maxed OUT Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxed OUT Investments 401(k) Plan

401(k) retirement plan · Maxed OUT Investments' Maxed OUT Investments 401(k) Plan held $392K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

People on this filing

Robert Orlando signed Maxed OUT Investments' 2025 Form 5500 as plan administrator.

Robert Orlando — 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

Maxed OUT Investments' EIN is 20-0308130.

EIN 20-0308130

Plan number 001

Plan year 2025

ACK ID 20260520115756NAL0003272946001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Maxed OUT Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Maxed OUT Investments' 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 MAXED OUT INVESTMENTS.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score