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Original filing (PDF)20250716063340NAL0003874288001
MAJORKEY TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
MAJORKEY TECHNOLOGIES LLC 401(K) PLAN
401(k) retirement plan
Active participants
131
Accounts w/ balance
207
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
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
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAJORKEY TECHNOLOGIES LLC.
Plan sponsor
Name
MAJORKEY TECHNOLOGIES LLC
EIN
36-4268153
Address
1 MID AMERICA PLAZA, 3RD FLOOR · OAKBROOK TERRACE, IL · 60181
Phone
(630) 515-6610
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
2025-07-16
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | 39-1974154 | MILWAUKEE, WI | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
37 direct securities· $24.4M(100% of reported assets)
Uncategorized
$24.2M
36 holdings
Mutual Funds
$154K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $2.9M | 12.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $2.7M | 11.3% | |
| American Funds American Funds 2045 Target Date Retirement R6 | — | — | — | $2.7M | 11.0% | |
| American Funds American Funds 2050 Target Date Retirement R6 | — | — | — | $1.6M | 6.4% | |
| American Funds American Funds 2035 Target Date Retirement R6 | — | — | — | $1.3M | 5.4% | |
| American Funds American Funds 2040 Target Date Retirement R6 | — | — | — | $1.2M | 4.7% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $1.1M | 4.6% | |
| American Funds American Funds Capital World G/I R6 | — | — | — | $1.1M | 4.6% | |
| American Funds American Funds 2065 Target Date Retirement R6 | — | — | — | $850K | 3.5% | |
| American Funds American Funds 2055 Target Date Retirement R6 | — | — | — | $842K | 3.5% | |
| American Funds American Funds 2060 Target Date Retirement R6 | — | — | — | $679K | 2.8% | |
| Janus Henderson Janus Henderson Global Tech Innovation N | — | — | — | $671K | 2.8% | |
| American Funds American Funds Smallcap World R6 | — | — | — | $528K | 2.2% | |
| American Funds American Funds Europacific Gr R6 | — | — | — | $527K | 2.2% | |
| American Funds American Funds 2030 Target Date Retirement R6 | — | — | — | $519K | 2.1% | |
| Blackrock Health Sciences Opps K | — | — | — | $491K | 2.0% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Growth Allocation | — | — | — | $453K | 1.9% | |
| Fidelity Investments Fidelity International Index | — | — | — | $375K | 1.5% | |
| Fully Benefit-Responsive Investment Contracts * Empower Annuity Insurance Company of AmericaGroup Annuity Contract: Fixed - Series Class I | — | — | — | $347K | 1.4% | |
| Fidelity Investments Fidelity Us Bond Index | — | — | — | $346K | 1.4% | |
| American Funds American Funds New World R6 | — | — | — | $335K | 1.4% | |
| T. Rowe Price T. Rowe Price Spectrum Conservative Allocation | — | — | — | $325K | 1.3% | |
| PIMCO Int Bond (USD-Hedged) Inst | — | — | — | $320K | 1.3% | |
| American Funds American Funds Bond Fund Of Amer R6 | — | — | — | $282K | 1.2% | |
| American Funds American Funds Capital Inc Bldr R6 | — | — | — | $273K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $266K | 1.1% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | — | — | — | $251K | 1.0% | |
| Fidelity Investments Fidelity Real Estate Index | — | — | — | $211K | 0.9% | |
| JPMorgan Equity Income R6 | — | — | — | $209K | 0.9% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Allocation | — | — | — | $191K | 0.8% | |
| American Funds American Funds 2025 Target Date Retirement R6 | — | — | — | $177K | 0.7% | |
| American Funds American Funds 2010 Target Date Retirement R6 | Mutual Funds | — | — | $154K | 0.6% | |
| American Funds American Funds 2015 Target Date Retirement R6 | — | — | — | $42K | 0.2% | |
| American Funds American Funds 2020 Target Date Retirement R6 | — | — | — | $28K | 0.1% | |
| PIMCO Income Instl | — | — | — | $25K | 0.1% | |
| PGIM High-Yield R6 | — | — | — | $23K | <0.1% | |
| Dreyfus Government Cash Mgmt Instl | — | — | — | $7K | <0.1% |
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