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Original filing (PDF)20251113140112NAL0001560817001
PAX TECHNOLOGY INC.
Form 5500
FILING_RECEIVED
PAX TECHNOLOGY INC 401(K) P/S PLAN
401(k) retirement plan
Active participants
260
Accounts w/ balance
218
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
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
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAX TECHNOLOGY INC..
Plan sponsor
Name
PAX TECHNOLOGY INC.
EIN
26-2199262
Address
8775 BAYPINE RD. · JACKSONVILLE, FL · 32256
Phone
(904) 236-5205
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
2025-11-13
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
ENNIS PELLEM AND ASSOCIATES PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
31 direct securities· $12.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $2.1M | 16.8% | |
| Fidelity Freedom 2035 Fund | — | — | — | $2.1M | 16.7% | |
| Fidelity Freedom 2055 Fund | — | — | — | $1.2M | 9.6% | |
| Fidelity Freedom 2025 Fund | — | — | — | $1.1M | 8.8% | |
| Fidelity Freedom 2040 Fund | — | — | — | $933K | 7.6% | |
| Fidelity Freedom 2060 Fund | — | — | — | $785K | 6.4% | |
| Fidelity Freedom 2030 Fund | — | — | — | $603K | 4.9% | |
| Fidelity Freedom 2050 Fund | — | — | — | $588K | 4.8% | |
| Fidelity Freedom 2045 Fund | — | — | — | $569K | 4.6% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $356K | 2.9% | |
| Fidelity Freedom 2065 Fund | — | — | — | $312K | 2.5% | |
| Fidelity Government Money Market Fund | — | — | — | $263K | 2.1% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $214K | 1.7% | |
| Fidelity Freedom 2020 Fund | — | — | — | $196K | 1.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $163K | 1.3% | |
| Fidelity Equity-Income Fund | — | — | — | $152K | 1.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $135K | 1.1% | |
| Fidelity International Capital Appreciation Fund | — | — | — | $116K | 0.9% | |
| 9.50%, maturing through November 2036 N/A | — | — | — | $110K | 0.9% | |
| JP Morgan JPMorgan U.S. Equity Fund | — | — | — | $104K | 0.8% | |
| Fidelity Small Cap Index Fund | — | — | — | $80K | 0.7% | |
| PIMCO RAE PIMCO RAE US Small Fund | — | — | — | $37K | 0.3% | |
| Principal Real Estate Securities Fund | — | — | — | $36K | 0.3% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $34K | 0.3% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund | — | — | — | $30K | 0.2% | |
| Fidelity Freedom 2015 Fund | — | — | — | $30K | 0.2% | |
| Fidelity Total Bond Fund | — | — | — | $29K | 0.2% | |
| JP Morgan JPMorgan Government Bond Fund | — | — | — | $15K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $6K | <0.1% | |
| Janus Henderson Janus Henderson Enterprise Fund | — | — | — | $6K | <0.1% | |
| Fidelity Small Cap Growth Fund | — | — | — | $3K | <0.1% |
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