VU TRAN signed Maxlite, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maxlite, Inc.'s EIN is 22-3241342.
Download the official 2024 Form 5500 (PDF) for Maxlite, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maxlite, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
| PI | % 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 - | Mutual Funds | — | — | $631K | 8.6% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2045 - | Mutual Funds | — | — | $585K | 7.9% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2040 - | Mutual Funds | — | — | $561K | 7.6% | |
| Principal Life Insurance Principal Guaranteed Option - | Other securities | — | — | $525K | 7.1% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2030 - | Mutual Funds | — | — | $346K | 4.7% | |
| R6 Fd Schwab Funds Schwab S&P 500 Index Fund - | Common Collective Trusts | — | — | $339K | 4.6% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2055 - | Mutual Funds | — | — | $273K | 3.7% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2050 - | Mutual Funds | — | — | $269K | 3.6% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2035 - | Mutual Funds | — | — | $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 - | Bonds / Notes | — | — | $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 - | Mutual Funds | — | — | $144K | 2.0% | |
| The American Funds American Funds New World R6 - | Mutual Funds | — | — | $139K | 1.9% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2020 - | Mutual Funds | — | — | $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 - | Mutual Funds | — | — | $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 - | Mutual Funds | — | — | $74K | 1.0% | |
| BlackRock iShares MSCI EAFE Int Idx K Fd - | Common Collective Trusts | — | — | $54K | 0.7% | |
| R6 Fund American Funds Service Co. AM Funds Target Date Retirement 2065 - | Mutual Funds | — | — | $20K | 0.3% | |
| American Funds Service Co. AM Funds Target Date Retirement 2015 - | Mutual Funds | — | — | $7K | <0.1% | |
| Dimensional Fund Advisors DFA US Small Cap Value I Fund - | Mutual Funds | — | — | $7K | <0.1% | |
| Putnam Investments Putnam Dynamic Asset Allocation Growth - | Mutual Funds | — | — | $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 - | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES | 91-1802259 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $3K | — |
