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Original filing (PDF)20251015145351NAL0009848674001
PAYMAX SERVICES, INC.
Form 5500
FILING_RECEIVED
PAYMAX SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
155
Accounts w/ balance
163
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAYMAX SERVICES, INC..
Plan sponsor
Name
PAYMAX SERVICES, INC.
EIN
34-1816901
Address
629 EUCLID AVENUE SUITE 1300 · CLEVELAND, OH · 44114
Phone
(216) 292-0242
Industry
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
2025-10-15
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
COHEN & COMPANY, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $24K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $482 | — |
Investments
29 direct securities · 1 pooled fund· $17.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.6M
29 holdings
Pooled Separate Account
$8.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.4M | 96.8% | |
| American Funds 2025 T Date R6 Registered Investment Company | — | — | — | $947K | 11.0% | |
| American Funds 2045 T Date R6 Registered Investment Company | — | — | — | $897K | 10.4% | |
| American Funds 2030 T Date R6 Registered Investment Company | — | — | — | $829K | 9.6% | |
| Pioneer Fundamental Growth F K Registered Investment Company | — | — | — | $695K | 8.0% | |
| American Funds Wash Mutual R6 Registered Investment Company | — | — | — | $628K | 7.3% | |
| American Funds 2035 T Date R6 Registered Investment Company | — | — | — | $546K | 6.3% | |
| American Funds 2050 T Date R6 Registered Investment Company | — | — | — | $500K | 5.8% | |
| American Funds 2020 T Date R6 Registered Investment Company | — | — | — | $472K | 5.5% | |
| American Funds 2040 T Date R6 Registered Investment Company | — | — | — | $431K | 5.0% | |
| American Funds 2055 T Date R6 Registered Investment Company | — | — | — | $355K | 4.1% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $300K | 3.5% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $231K | 2.7% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $228K | 2.6% | |
| MFS Mid Cap Growth Fd R6 Registered Investment Company | — | — | — | $211K | 2.4% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $199K | 2.3% | |
| Voya Fixed Account 4450 Insurance Company General Account | — | — | — | $193K | 2.2% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $163K | 1.9% | |
| interest, collateral, par, or maturity date AmCen Small Cap Growth Fund R6 Registered Investment Company | — | — | — | $140K | 1.6% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $127K | 1.5% | |
| Undiscoverd Mngrs Bhv Vl F R6 Registered Investment Company | — | — | — | $98K | 1.1% | |
| American Funds Bond Fd Am R6 Registered Investment Company | — | — | — | $87K | 1.0% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $86K | 1.0% | |
| American Funds 2060 T Date R6 Registered Investment Company | — | — | — | $72K | 0.8% | |
| Principal Real Estate Sec F R6 Registered Investment Company | — | — | — | $58K | 0.7% | |
| Franklin Utilities Fund R6 Registered Investment Company | — | — | — | $50K | 0.6% | |
| American Funds 2065 T Date R6 Registered Investment Company | — | — | — | $47K | 0.5% | |
| Columbia Dividend Income Fd I3 Registered Investment Company | — | — | — | $37K | 0.4% | |
| Vangrd Infl-Prt Secs Fund Adm Registered Investment Company | — | — | — | $11K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $7K | <0.1% |
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