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Original filing (PDF)20250806122604NAL0002886499001
PAXXUS, INC.
Form 5500
FILING_RECEIVED
PAXXUS, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
196
Accounts w/ balance
219
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 PAXXUS, INC..
Plan sponsor
Name
PAXXUS, INC.
EIN
36-2656919
Address
320 SOUTH STEWART AVENUE · ADDISON, IL · 60101
Phone
(800) 276-7629
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
2025-08-06
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $15K | — |
| MESIROW FINANCIAL INC | 36-3194849 | — | ADVISOR | $5K | — |
Investments
33 direct securities · 1 pooled fund· $20.7M(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
$20.0M
33 holdings
Common Collective Trust
$789K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | — | — | — | $2.4M | 11.6% | |
| American Beacon Small Cap Value R5 Fund | — | — | — | $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 | — | — | — | $1.6M | 7.6% | |
| JPMorgan Mid Cap Value Fund R6 Fund | — | — | — | $1.1M | 5.4% | |
| JPMorgan Large Cap Growth R6 Fund | — | — | — | $989K | 4.8% | |
| Goldman Sachs GQG International Opportunities R6 Fund | — | — | — | $946K | 4.6% | |
| Vanguard Target Retirement 2035 Inv Fund | — | — | — | $869K | 4.2% | |
| Vanguard Target Retirement 2045 Inv Fund | — | — | — | $866K | 4.2% | |
| Vanguard Target Retirement 2040 Inv Fund | — | — | — | $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 | — | — | — | $781K | 3.8% | |
| JPMorgan Core Plus Bond Fund R6 | — | — | — | $756K | 3.6% | |
| Vanguard Target Retirement 2025 Inv Fund | — | — | — | $577K | 2.8% | |
| Vanguard Target Retirement 2060 Inv Fund | — | — | — | $572K | 2.8% | |
| T. Rowe Price New Horizons I Fund | — | — | — | $551K | 2.7% | |
| Vanguard Target Retirement 2055 Inv Fund | — | — | — | $540K | 2.6% | |
| MFS Value R6 Fund | — | — | — | $510K | 2.5% | |
| Calvert Investments Equity I Fund | — | — | — | $482K | 2.3% | |
| American Funds Target Retirement 2015 R6 Fund 596 American Funds Target Retirement 2025 R6 Fund | — | — | — | $470K | 2.3% | |
| JPMorgan Mid Cap Growth R6 Fund | — | — | — | $431K | 2.1% | |
| Vanguard Total Intl Stk Index Admiral Fund | — | — | — | $385K | 1.9% | |
| Vanguard Target Retirement 2030 Inv Fund | — | — | — | $348K | 1.7% | |
| Vanguard Federal Money Market Fund | — | — | — | $339K | 1.6% | |
| Vanguard Small Cap Index Adm Fund | — | — | — | $331K | 1.6% | |
| Vanguard Target Retirement 2020 Inv Fund | — | — | — | $324K | 1.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $282K | 1.4% | |
| Vanguard Target Retirement Income Inv Fund | — | — | — | $251K | 1.2% | |
| Vanguard Target Retirement 2065 Inv Fund | — | — | — | $248K | 1.2% | |
| Vanguard Total Bond Mkt Index Admiral Fund | — | — | — | $231K | 1.1% | |
| PIMCO Real Return Instl Fund | — | — | — | $101K | 0.5% | |
| First Eagle First Eagle Global I Fund | — | — | — | $86K | 0.4% | |
| American Funds Target Retirement 2050 R6 Fund | — | — | — | $59K | 0.3% | |
| American Funds Target Retirement 2030 R6 Fund | — | — | — | $25K | 0.1% | |
| American Funds Target Retirement 2040 R6 Fund | — | — | — | $16K | <0.1% |