Mixer Direct, Inc., DBA MXD Process' EIN is 27-1855081.
Download the official 2024 Form 5500 (PDF) for Mixer Direct, Inc., DBA MXD Process from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mixer Direct, Inc., DBA MXD Process' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $10K | — |
| BENEFITS ADMINISTRATORS, LLC | 61-1291181 | LEXINGTON, KY | RECORDKEEPER | $550 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LG CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 290 | Pooled Separate Account | — | — | $362K | 16.1% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $354K | 15.8% | |
| INVESCO COMSTOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 581 | Pooled Separate Account | — | — | $301K | 13.4% | |
| Transamerica Life Insurance Company Transamerica Stable Value Core Option | Stable Value | — | — | $202K | 9.0% | |
| PIMCO REAL RETURN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 473 | Pooled Separate Account | — | — | $149K | 6.6% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $111K | 4.9% | |
| LORD ABBETT TOTAL RETURN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 589 | Pooled Separate Account | — | — | $101K | 4.5% | |
| PIMCO INCOME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 671 | Pooled Separate Account | — | — | $101K | 4.5% | |
| maturing through 2028 | Other securities | — | — | $80K | 3.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $56K | 2.5% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $52K | 2.3% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 293 | Pooled Separate Account | — | — | $45K | 2.0% | |
| TRANSAMERICA MID-CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 546 | Pooled Separate Account | — | — | $42K | 1.9% | |
| TRANSAMERICA INTL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 116 | Pooled Separate Account | — | — | $40K | 1.8% | |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $40K | 1.8% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $39K | 1.7% | |
| AMERICANS NEW WORLD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $37K | 1.6% | |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $31K | 1.4% | |
| VIRTUS CEREDEX MID-CAP VAL EQTY RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $31K | 1.4% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $27K | 1.2% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $16K | 0.7% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $13K | 0.6% | |
| VANGUARD INTERNATIONAL VALUE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 097 | Pooled Separate Account | — | — | $13K | 0.6% | |
| JPMORGAN EQUITY INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 584 | Pooled Separate Account | — | — | $2K | <0.1% | |
| FRANKLIN UTILITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 267 | Pooled Separate Account | — | — | $490 | <0.1% | |
| PRUDENTIAL JENNISON NATURAL RESOURC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 272 | Pooled Separate Account | — | — | $258 | <0.1% | |
| FRANKLIN MUTUAL FINANCIAL SERVICES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 270 | Pooled Separate Account | — | — | $236 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2040 R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 361 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS TECHNOLOGY TOLLKEEPER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 269 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PHOENIX, AZ |
| BROKER |
| $0 |
| — |