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Original filing (PDF)20251014123344NAL0005940162001
MAXISIQ, INC.
Form 5500
FILING_RECEIVED
MAXISIQ, INC 401(K) PLAN
401(k) retirement plan
Active participants
137
Accounts w/ balance
199
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXISIQ, INC..
Plan sponsor
Name
MAXISIQ, INC.
EIN
20-1538682
Address
10505 FURNACE ROAD · LORTON, VA · 220790000
Phone
(540) 219-0171
Industry
Professional & Technical Servicessee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
MATTHEWS CARTER AND BOYCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INV ADVISORY | 46-4255096 | — | ADVISOR | $15K | — |
Investments
29 direct securities· $18.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom® Index 2045 Fund Instl Premium Class N/A | — | — | — | $2.8M | 14.9% | |
| Fidelity Freedom® Index 2040 Fund Instl Premium Class N/A | — | — | — | $2.0M | 10.6% | |
| Fidelity Fidelity® 500 Index Fund N/A | — | — | — | $1.7M | 9.0% | |
| Fidelity Freedom® Index 2050 Fund Instl Premium Class N/A | — | — | — | $1.6M | 8.9% | |
| AB Large Cap Growth Fund Class Z N/A | — | — | — | $1.4M | 7.6% | |
| Fidelity Freedom® Index 2035 Fund Instl Premium Class N/A | — | — | — | $1.4M | 7.3% | |
| Fidelity Freedom® Index 2025 Fund Instl Premium Class N/A | — | — | — | $1.2M | 6.4% | |
| Fidelity Fidelity® International Index Fund N/A | — | — | — | $1.2M | 6.3% | |
| PIMCO RAE US Small Fund Instl Class N/A | — | — | — | $578K | 3.1% | |
| Fidelity Fidelity® Mid Cap Index Fund N/A | — | — | — | $575K | 3.1% | |
| Fidelity Freedom® Index 2030 Fund Instl Premium Class N/A | — | — | — | $557K | 3.0% | |
| American Century American Century Small Cap Growth Fund R6 Class N/A | — | — | — | $545K | 2.9% | |
| Fidelity Fidelity® Total Market Index Fund N/A | — | — | — | $537K | 2.9% | |
| Fidelity Freedom® Index 2060 Fund Instl Premium Class N/A | — | — | — | $501K | 2.7% | |
| Fidelity Freedom® Index 2055 Fund Instl Premium Class N/A | — | — | — | $479K | 2.6% | |
| BlackRock Mid-Cap Value Fund Class K N/A | — | — | — | $359K | 1.9% | |
| Fidelity Freedom® Index 2065 Fund Instl Premium Class N/A | — | — | — | $232K | 1.3% | |
| Fidelity Fidelity® U.S. Bond Index Fund N/A | — | — | — | $168K | 0.9% | |
| maturing through November 2029 - | — | — | — | $145K | 0.8% | |
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares N/A | — | — | — | $144K | 0.8% | |
| PGIM High Yield Fund- Class R6 N/A | — | — | — | $132K | 0.7% | |
| Macquarie Mid Cap Growth R6 N/A | — | — | — | $117K | 0.6% | |
| Fidelity Freedom® Index 2020 Fund Instl Premium Class N/A | — | — | — | $83K | 0.4% | |
| The Hartford The Hartford Dividend and Growth Fund Class R6 N/A | — | — | — | $78K | 0.4% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) N/A | — | — | — | $64K | 0.3% | |
| Fidelity Freedom® Index Income Instl Premium Class N/A | — | — | — | $47K | 0.3% | |
| Principal Real Estate Securities Fund Class R6 N/A | — | — | — | $18K | <0.1% | |
| Fidelity Fidelity® Government Money Market Fund Class K6 N/A | — | — | — | $10K | <0.1% | |
| Fidelity Fidelity® Emerging Markets Fund Class K N/A | — | — | — | $8K | <0.1% |