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Original filing (PDF)20251015080243NAL0004020513001
MAXEY TRAILERS MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
MAXEY TRAILERS MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
38% in single holding~117 bps in Sched C fees
Active participants
286
Accounts w/ balance
95
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Fidelity Freedom 2060 Fund" is 38% of plan.
- 117 bps in Schedule C fees — 126% above peer band of 52 bps.
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXEY TRAILERS MANUFACTURING, INC..
Plan sponsor
Name
MAXEY TRAILERS MANUFACTURING, INC.
EIN
26-2275695
Address
7075 FM 38 NORTH · BROOKSTON, TX · 75421
Phone
(903) 251-4477
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
MCCARTHY, ROSE AND MILLS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | ADVISOR | $9K | — |
Investments
20 direct securities· $2.1M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2060 Fund | — | — | — | $774K | 34.7% | |
| Fidelity Freedom 2055 Fund | — | — | — | $479K | 21.5% | |
| Fidelity Freedom 2065 Fund | — | — | — | $296K | 13.3% | |
| Fidelity Freedom 2050 Fund | — | — | — | $114K | 5.1% | |
| Fidelity 500 Index Fund | — | — | — | $90K | 4.0% | |
| Fidelity Freedom 2035 Fund | — | — | — | $66K | 3.0% | |
| Fidelity Freedom 2030 Fund | — | — | — | $40K | 1.8% | |
| Virtus SGA International Growth Fund | — | — | — | $36K | 1.6% | |
| Fidelity Freedom 2040 Fund | — | — | — | $34K | 1.5% | |
| Alliance Bernstein Large Cap Growth Fund | — | — | — | $31K | 1.4% | |
| Fidelity Freedom 2045 Fund | — | — | — | $21K | 0.9% | |
| GQG Partners Emerging Markets Equity Fund | — | — | — | $19K | 0.8% | |
| iShares Russell Mid-Cap Index Fund | — | — | — | $14K | 0.6% | |
| iShares Russell Small/Mid-Cap Index Fund | — | — | — | $11K | 0.5% | |
| Voya GNMA Income Fund 1 Voya Intermediate Bond Fund | — | — | — | $7K | 0.3% | |
| Baron Real Estate Fund 420 Baron Small Cap Fund 364 Columbia Dividend Opportunity Fund | — | — | — | $6K | 0.3% | |
| GQC Partners Global Quality Equity Fund | — | — | — | $6K | 0.3% | |
| Lord Abbett Lord Abbett Income Fund | — | — | — | $4K | 0.2% | |
| Fidelity Freedom 2070 Fund | — | — | — | $2K | <0.1% | |
| Fidelity Government Cash Reserve | — | — | — | $1K | <0.1% |
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