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Original filing (PDF)20251015092544NAL0002166419001
MAXLITE, INC.
Form 5500
FILING_RECEIVED
MAXLITE 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
113
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
9 pooled trusts
Schedule D
31 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 MAXLITE, INC..
Plan sponsor
Name
MAXLITE, INC.
EIN
22-3241342
Address
340 CHANGEBRIDGE ROAD, SUITE 201 · PINEBROOK, NJ · 07057
Phone
(973) 244-7300
Industry
Wholesale Tradesee all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TMI, CPA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES | 91-1802259 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
22 direct securities · 9 pooled funds· $7.4M(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
$4.8M
22 holdings
Pooled Separate Account
$2.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.0M | 13.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $690K | 9.3% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2025 - | — | — | — | $631K | 8.6% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2045 - | — | — | — | $585K | 7.9% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2040 - | — | — | — | $561K | 7.6% | |
| Principal Life Insurance Principal Guaranteed Option - | — | — | — | $525K | 7.1% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2030 - | — | — | — | $346K | 4.7% | |
| R6 Fd Schwab Funds Schwab S&P 500 Index Fund - | — | — | — | $339K | 4.6% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2055 - | — | — | — | $273K | 3.7% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2050 - | — | — | — | $269K | 3.6% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2035 - | — | — | — | $250K | 3.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 055 | Pooled Separate Account | — | — | $236K | 3.2% | |
| Notes Receivable from Interest rates ranging from 4.25% to - | — | — | — | $232K | 3.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $223K | 3.0% | |
| The American Funds American Funds American Mutual R6 Fd - | — | — | — | $144K | 2.0% | |
| The American Funds American Funds New World R6 - | — | — | — | $139K | 1.9% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2020 - | — | — | — | $125K | 1.7% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $113K | 1.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $104K | 1.4% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2060 - | — | — | — | $99K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-A PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $91K | 1.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $85K | 1.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $78K | 1.1% | |
| Lord Abbett Lord Abbett Inflation Focused R6 Fd - | — | — | — | $74K | 1.0% | |
| party collateral, par, or maturity value Cost** value Dimensional Fund Advisors DFA US Vector Eq Prtf Instl Fd - | — | — | — | $71K | 1.0% | |
| BlackRock iShares MSCI EAFE Int Idx K Fd - | — | — | — | $54K | 0.7% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2065 - | — | — | — | $20K | 0.3% | |
| American Funds Service Co. AM Funds Target Date Retirement 2015 - | — | — | — | $7K | <0.1% | |
| Dimensional Fund Advisors DFA US Small Cap Value I Fund - | — | — | — | $7K | <0.1% | |
| Putnam Investments Putnam Dynamic Asset Allocation Growth - | — | — | — | $6K | <0.1% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2070 - 155 R6 Fund The American Funds American Funds American Balance R6 Fd - | — | — | — | $6K | <0.1% |
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