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Original filing (PDF)20251009082530NAL0003740915001
MAX-TECH, INC.
Form 5500
FILING_RECEIVED
MAX-TECH INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
723
Accounts w/ balance
235
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 33% 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-TECH, INC..
Plan sponsor
Name
MAX-TECH, INC.
EIN
20-3705624
Address
920 HAMEL ROAD · HAMEL, MN · 553409539
Phone
(763) 478-9600
Industry
Wholesale Tradesee 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
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY LLC
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 | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BREMER BANK NA | 41-0224890 | — | ADVISOR | $29K | — |
Investments
31 direct securities · 1 pooled fund· $15.2M(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.
Uncategorized
$15.1M
31 holdings
Common Collective Trust
$52K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock 40/60 Target Allocation Mutual Fund | — | — | — | $2.1M | 13.8% | |
| American Funds 2050 Target Date Fund Mutual Fund | — | — | — | $1.8M | 12.1% | |
| American Funds 2040 Target Date Fund Mutual Fund | — | — | — | $1.8M | 11.7% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.7M | 10.9% | |
| American Funds 2030 Target Date Fund Mutual Fund | — | — | — | $1.5M | 9.6% | |
| American Funds 2060 Target Date Fund Mutual Fund | — | — | — | $1.3M | 8.4% | |
| American Funds New Perspective Mutual Fund | — | — | — | $888K | 5.8% | |
| American Funds 2055 Target Date Fund Mutual Fund | — | — | — | $680K | 4.5% | |
| AB Large Cap Growth Mutual Fund | — | — | — | $464K | 3.1% | |
| Blackrock 80/20 Target Allocation Mutual Fund | — | — | — | $402K | 2.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $402K | 2.6% | |
| Baird Core Plus Bond Mutual Fund | — | — | — | $374K | 2.5% | |
| Victory Sycamore Established Value A Mutual Fund | — | — | — | $312K | 2.0% | |
| BNY Mellon Equity Income I Mutual Fund | — | — | — | $216K | 1.4% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $182K | 1.2% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $182K | 1.2% | |
| Blackrock 60/40 Target Allocation Mutual Fund | — | — | — | $131K | 0.9% | |
| JP Morgan Mid Cap Growth R5 Mutual Fund | — | — | — | $89K | 0.6% | |
| American Century Small Cap Value R6 Mutual Fund | — | — | — | $88K | 0.6% | |
| American Funds 2035 Target Date Fund Mutual Fund | — | — | — | $82K | 0.5% | |
| American Funds 2045 Target Date Fund Mutual Fund | — | — | — | $78K | 0.5% | |
| American Funds 2010 Target Date Fund Mutual Fund | — | — | — | $73K | 0.5% | |
| American Funds 2020 Target Date Fund Mutual Fund | — | — | — | $68K | 0.4% | |
| Guggenheim Total Return Bond Inst Mutual Fund | — | — | — | $63K | 0.4% | |
| Galliard Stable Return C Common/Collective Trust | — | — | — | $52K | 0.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $52K | 0.3% | |
| American Funds 2065 Target Date Fund Mutual Fund | — | — | — | $51K | 0.3% | |
| American Funds 2025 Target Date Fund Mutual Fund | — | — | — | $50K | 0.3% | |
| Federated High Yield Trust Mutual Fund | — | — | — | $43K | 0.3% | |
| Pimco Int Bond (USD-Hedged) Mutual Fund | — | — | — | $20K | 0.1% | |
| American Funds 2015 Target Date Fund Mutual Fund | — | — | — | $15K | 0.1% | |
| Fidelity Government Market K6 Mutual Fund | — | — | — | $4K | <0.1% |
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