Michael Johnson signed Paxxus, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paxxus, Inc.'s EIN is 36-2656919.
Download the official 2024 Form 5500 (PDF) for Paxxus, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paxxus, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $15K | — |
| MESIROW FINANCIAL INC | 36-3194849 |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $2.4M | 11.6% | |
| American Beacon Small Cap Value R5 Fund | Other securities | — | — | $1.6M | 7.9% | |
| American Funds Target Retirement 2035 R6 Fund 94 American Funds Target Retirement 2045 R6 Fund 112 American Funds Target Retirement 2055 R6 Fund 45 American Funds Target Retirement 2060 R6 Fund 135 American Funds Balanced R6 Fund | Mutual Funds | — | — | $1.6M | 7.6% | |
| JPMorgan Mid Cap Value Fund R6 Fund | Other securities | — | — | $1.1M | 5.4% | |
| JPMorgan Large Cap Growth R6 Fund | Other securities | — | — | $989K | 4.8% | |
| Goldman Sachs GQG International Opportunities R6 Fund | Other securities | — | — | $946K | 4.6% | |
| Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $869K | 4.2% | |
| Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $866K | 4.2% | |
| Vanguard Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $835K | 4.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $789K | 3.8% | |
| Vanguard Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $781K | 3.8% | |
| JPMorgan Core Plus Bond Fund R6 | Other securities | — | — | $756K | 3.6% | |
| Vanguard Target Retirement 2025 Inv Fund | Mutual Funds | — | — | $577K | 2.8% | |
| Vanguard Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $572K | 2.8% | |
| T. Rowe Price New Horizons I Fund | Other securities | — | — | $551K | 2.7% | |
| Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $540K | 2.6% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $510K | 2.5% | |
| Calvert Investments Equity I Fund | Other securities | — | — | $482K | 2.3% | |
| American Funds Target Retirement 2015 R6 Fund 596 American Funds Target Retirement 2025 R6 Fund | Mutual Funds | — | — | $470K | 2.3% | |
| JPMorgan Mid Cap Growth R6 Fund | Other securities | — | — | $431K | 2.1% | |
| Vanguard Total Intl Stk Index Admiral Fund | Mutual Funds | — | — | $385K | 1.9% | |
| Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $348K | 1.7% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $339K | 1.6% | |
| Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $331K | 1.6% | |
| Vanguard Target Retirement 2020 Inv Fund | Mutual Funds | — | — | $324K | 1.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $282K | 1.4% | |
| Vanguard Target Retirement Income Inv Fund | Mutual Funds | — | — | $251K | 1.2% | |
| Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $248K | 1.2% | |
| Vanguard Total Bond Mkt Index Admiral Fund | Mutual Funds | — | — | $231K | 1.1% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | — | $101K | 0.5% | |
| First Eagle First Eagle Global I Fund | Other securities | — | — | $86K | 0.4% | |
| American Funds Target Retirement 2050 R6 Fund | Mutual Funds | — | — | $59K | 0.3% | |
| American Funds Target Retirement 2030 R6 Fund | Mutual Funds | — | — | $25K | 0.1% | |
| American Funds Target Retirement 2040 R6 Fund | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $5K |
| — |
