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Original filing (PDF)20251015073822NAL0008199474001
MIXER DIRECT, INC., DBA MXD PROCESS
Form 5500
FILING_RECEIVED
MXD PROCESS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
149
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
27 pooled trusts
Schedule D
24 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 MIXER DIRECT, INC., DBA MXD PROCESS.
Plan sponsor
Name
MIXER DIRECT, INC., DBA MXD PROCESS
EIN
27-1855081
Address
4650 NEW MIDDLE ROAD · JEFFERSONVILLE, IN · 47130
Phone
(812) 202-4047
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| 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 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | PHOENIX, AZ | BROKER | $0 | — |
Investments
2 direct securities · 27 pooled funds· $2.2M(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.
Pooled Separate Account
$2.0M
27 holdings
Uncategorized
$282K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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% |
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