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Original filing (PDF)20251014183236NAL0007131858001
MX TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
MX TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
436
Accounts w/ balance
759
Plan assets (EOY)
$45.9M
Net assets (EOY)
$45.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
37 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 MX TECHNOLOGIES, INC..
Plan sponsor
Name
MX TECHNOLOGIES, INC.
EIN
27-2207054
Address
3401 NORTH THANKSGIVING WAY SUITE 5 · LEHI, UT · 84043
Phone
(801) 669-5500
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-14
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
LARSEN & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $95K | — |
Investments
26 direct securities · 11 pooled funds· $44.8M(97% 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.
Common Collective Trust
$29.8M
11 holdings
Uncategorized
$15.0M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREATGRAY TRUST AMERICAN FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $8.2M | 17.7% | |
| GREATGRAY TRUST AMERICAN FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $7.1M | 15.5% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Funds | — | — | — | $4.6M | 10.0% | |
| GREATGRAY TRUST AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $4.3M | 9.4% | |
| GREATGRAY TRUST AMERICAN FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $4.2M | 9.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $3.6M | 7.8% | |
| Vanguard Information Technology Idx Adm Mutual Funds | — | — | — | $1.9M | 4.2% | |
| GREATGRAY TRUST AMERICAN FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.8M | 3.9% | |
| Harbor Capital Appreciation Instl Mutual Funds | — | — | — | $1.5M | 3.3% | |
| Jpmorgan Us Equity R6 Mutual Funds | — | — | — | $805K | 1.8% | |
| Vanguard Value Index Adm Mutual Funds | — | — | — | $729K | 1.6% | |
| Putnam Large Cap Value R6 Mutual Funds | — | — | — | $447K | 1.0% | |
| Jpmorgan Mid Cap Growth R6 Mutual Funds | — | — | — | $444K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds | — | — | — | $435K | 0.9% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $405K | 0.9% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $373K | 0.8% | |
| GREATGRAY TRUST AMERICAN FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $368K | 0.8% | |
| Vanguard Small Cap Growth Index Admiral Mutual Funds | — | — | — | $344K | 0.7% | |
| American Funds Bond Fund Of Amer R6 Mutual Funds | — | — | — | $324K | 0.7% | |
| participant account balances. Maturities range from 2024 to 2052. | — | — | — | $303K | 0.7% | |
| American Funds New World R6 Mutual Funds | — | — | — | $290K | 0.6% | |
| Mfs Intl Diversification R6 Mutual Funds | — | — | — | $286K | 0.6% | |
| General Account Fixed Annuities | — | — | — | $269K | 0.6% | |
| Invesco Corporate Bond R6 Mutual Funds | — | — | — | $240K | 0.5% | |
| Blackrock High Yield K Mutual Funds | — | — | — | $205K | 0.4% | |
| Pgim Jennison International Opps R6 Mutual Funds | — | — | — | $191K | 0.4% | |
| Blackrock Health Sciences Opps Instl Mutual Funds | — | — | — | $190K | 0.4% | |
| Dfa Real Estate Securities I Mutual Funds | — | — | — | $167K | 0.4% | |
| GREATGRAY TRUST AMERICAN FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $133K | 0.3% | |
| Hartford Strategic Income R6 Mutual Funds | — | — | — | $133K | 0.3% | |
| Loomis Sayles Global Allocation N Mutual Funds | — | — | — | $133K | 0.3% | |
| Dfa Global Real Estate Securities Mutual Funds | — | — | — | $112K | 0.2% | |
| GREATGRAY TRUST AMERICAN FUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $81K | 0.2% | |
| American Funds American Balanced R6 Mutual Funds | — | — | — | $77K | 0.2% | |
| Franklin Utilities R6 Mutual Funds | — | — | — | $65K | 0.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $34K | <0.1% | |
| GREATGRAY TRUST AMERICAN FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $17K | <0.1% |
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