How big is Maxwell Financial Management LLC's plan?

Maxwell Financial Management LLC's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250617142404NAL0004387218001

Maxwell Financial Management LLC

Name: Maxwell Financial Management LLC — Maxwell Financial, Form 5500 (2024)
Creator: Maxwell Financial Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxwell Financial Management LLC 401(k) Plan

401(k) retirement plan · Maxwell Financial Management LLC's Maxwell Financial Management LLC 401(k) Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

ADAM Hill signed Maxwell Financial Management LLC's 2024 Form 5500 as plan administrator.

ADAM Hill — 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

Maxwell Financial Management LLC's EIN is 20-4156790.

EIN 20-4156790

Plan number 001

Plan year 2024

ACK ID 20250617142404NAL0004387218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maxwell Financial Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maxwell Financial Management LLC's 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 MAXWELL FINANCIAL MANAGEMENT LLC.

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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

Knocking points off