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Original filing (PDF)20250922143404NAL0002187443001
MAINTHIA TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
MAINTHIA TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
119
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAINTHIA TECHNOLOGIES, INC..
Plan sponsor
Name
MAINTHIA TECHNOLOGIES, INC.
EIN
34-1844305
Address
7055 ENGLE DRIVE · SUITE 502 · CLEVELAND, OH · 44130
Phone
(440) 816-0202
Industry
All Other Professional Services· 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARD, PALMER, SIBBISON, & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $17K | — |
Investments
28 direct securities · 2 pooled funds· $18.2M(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.
Uncategorized
$14.9M
28 holdings
Common Collective Trust
$3.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3.2M | 21.5% | |
| American Funds American Fds Gr Fd of America R6 | — | — | — | $2.6M | 17.4% | |
| American Funds American Funds Fundamental Inv R6 | — | — | — | $1.6M | 10.9% | |
| Vanguard Small-Cap Gr Index Fund | — | — | — | $1.2M | 8.2% | |
| Transamerica Life Ins Co Stable Val Strategy - TLIC | — | — | — | $1.2M | 7.9% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) Rtmnt Fd | — | — | — | $959K | 6.4% | |
| Blackrock Mid Cap Gr Eq K | — | — | — | $884K | 5.9% | |
| American Century American Century Heritage R6 | — | — | — | $742K | 5.0% | |
| Blackrock Eq Dividend K | — | — | — | $730K | 4.9% | |
| Thornburg Intl Eq R6 | — | — | — | $530K | 3.5% | |
| Blackrock High Yield Bd K | — | — | — | $513K | 3.4% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2030 Fd | — | — | — | $459K | 3.1% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2040 Fd | — | — | — | $456K | 3.0% | |
| American Funds American Funds American Balanced R6 | — | — | — | $437K | 2.9% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2035 Fd | — | — | — | $425K | 2.8% | |
| Loomis Sayles Loomis Sayles Inv Grade Bd N | — | — | — | $373K | 2.5% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2050 Fd | — | — | — | $340K | 2.3% | |
| American Funds American Funds New Perspective R6 | — | — | — | $249K | 1.7% | |
| American Century American Century Mid Cap Val R6 | — | — | — | $240K | 1.6% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2045 Fd | — | — | — | $214K | 1.4% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2025 Fd | — | — | — | $214K | 1.4% | |
| STATE STREET MID CAP IDX NL CLASS C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $110K | 0.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $102K | 0.7% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2060 Fd | — | — | — | $98K | 0.7% | |
| Templeton Glbl Bd R6 | — | — | — | $64K | 0.4% | |
| Neuberger Berman Neuberger Berman Genesis R6 | — | — | — | $59K | 0.4% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2055 Fd | — | — | — | $54K | 0.4% | |
| Dimensional DFA US Targeted Val | — | — | — | $37K | 0.2% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $27K | 0.2% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2065 Fund | — | — | — | $9K | <0.1% |
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