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Original filing (PDF)20251008101059NAL0013099010001
MINILUXE, INC.
Form 5500
FILING_RECEIVED
MINILUXE, INC.401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
271
Accounts w/ balance
213
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
21 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINILUXE, INC..
Plan sponsor
Name
MINILUXE, INC.
EIN
20-4760849
Address
1 FANEUIL HALL SQUARE 7TH FLOOR · BOSTON, MA · 02109
Phone
(978) 491-7040
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS, LLC | 84-4826355 | — | INVESTMENT/FINANCIAL ADVI | $5K | — |
Investments
17 direct securities · 4 pooled funds· $2.7M(97% 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.
Registered Investment Companies
$2.6M
17 holdings
Common Collective Trust
$107K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $514K | 18.8% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $402K | 14.7% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $308K | 11.3% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $263K | 9.6% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $237K | 8.7% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $174K | 6.4% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $173K | 6.3% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $162K | 5.9% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $84K | 3.1% | |
| BLK ADV SM CAP CORE - INV A | Registered Investment Companies | — | — | $82K | 3.0% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $54K | 2.0% | |
| PRINCIPAL SC SP600 IDX R3 | Registered Investment Companies | — | — | $42K | 1.5% | |
| JOHN HANCOCK BOND FUND R2 | Registered Investment Companies | — | — | $41K | 1.5% | |
| NYL ANCHOR ACCOUNT 50 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $39K | 1.4% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $32K | 1.2% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $20K | 0.7% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $11K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $11K | 0.4% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $5K | 0.2% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $3K | 0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $3K | <0.1% |
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