Janel Michaelis signed Maxisiq, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maxisiq, Inc.'s EIN is 20-1538682.
Download the official 2024 Form 5500 (PDF) for Maxisiq, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maxisiq, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INV ADVISORY | 46-4255096 | — | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom® Index 2045 Fund Instl Premium Class N/A | Mutual Funds | — | — | $2.8M | 14.9% | |
| Fidelity Freedom® Index 2040 Fund Instl Premium Class N/A | Mutual Funds | — | — | $2.0M | 10.6% | |
| Fidelity Fidelity® 500 Index Fund N/A | Common Collective Trusts | — | — | $1.7M | 9.0% | |
| Fidelity Freedom® Index 2050 Fund Instl Premium Class N/A | Mutual Funds | — | — | $1.6M | 8.9% | |
| AB Large Cap Growth Fund Class Z N/A | Other securities | — | — | $1.4M | 7.6% | |
| Fidelity Freedom® Index 2035 Fund Instl Premium Class N/A | Mutual Funds | — | — | $1.4M | 7.3% | |
| Fidelity Freedom® Index 2025 Fund Instl Premium Class N/A | Mutual Funds | — | — | $1.2M | 6.4% | |
| Fidelity Fidelity® International Index Fund N/A | Common Collective Trusts | — | — | $1.2M | 6.3% | |
| PIMCO RAE US Small Fund Instl Class N/A | Mutual Funds | — | — | $578K | 3.1% | |
| Fidelity Fidelity® Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $575K | 3.1% | |
| Fidelity Freedom® Index 2030 Fund Instl Premium Class N/A | Mutual Funds | — | — | $557K | 3.0% | |
| American Century American Century Small Cap Growth Fund R6 Class N/A | Other securities | — | — | $545K | 2.9% | |
| Fidelity Fidelity® Total Market Index Fund N/A | Common Collective Trusts | — | — | $537K | 2.9% | |
| Fidelity Freedom® Index 2060 Fund Instl Premium Class N/A | Mutual Funds | — | — | $501K | 2.7% | |
| Fidelity Freedom® Index 2055 Fund Instl Premium Class N/A | Mutual Funds | — | — | $479K | 2.6% | |
| BlackRock Mid-Cap Value Fund Class K N/A | Other securities | — | — | $359K | 1.9% | |
| Fidelity Freedom® Index 2065 Fund Instl Premium Class N/A | Mutual Funds | — | — | $232K | 1.3% | |
| Fidelity Fidelity® U.S. Bond Index Fund N/A | Common Collective Trusts | — | — | $168K | 0.9% | |
| maturing through November 2029 - | Other securities | — | — | $145K | 0.8% | |
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares N/A | Other securities | — | — | $144K | 0.8% | |
| PGIM High Yield Fund- Class R6 N/A | Other securities | — | — | $132K | 0.7% | |
| Macquarie Mid Cap Growth R6 N/A | Other securities | — | — | $117K | 0.6% | |
| Fidelity Freedom® Index 2020 Fund Instl Premium Class N/A | Mutual Funds | — | — | $83K | 0.4% | |
| The Hartford The Hartford Dividend and Growth Fund Class R6 N/A | Other securities | — | — | $78K | 0.4% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) N/A | Mutual Funds | — | — | $64K | 0.3% | |
| Fidelity Freedom® Index Income Instl Premium Class N/A | Mutual Funds | — | — | $47K | 0.3% | |
| Principal Real Estate Securities Fund Class R6 N/A | Other securities | — | — | $18K | <0.1% | |
| Fidelity Fidelity® Government Money Market Fund Class K6 N/A | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Fidelity® Emerging Markets Fund Class K N/A | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
