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Original filing (PDF)20250722144031NAL0001441443001
MAXUS PROPERTIES, LLC
Form 5500
FILING_RECEIVED
MAXUS PROPERTIES, LLC 401K RETIREMENT SAVING
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
185
Accounts w/ balance
224
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
19 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)
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 (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXUS PROPERTIES, LLC.
Plan sponsor
Name
MAXUS PROPERTIES, LLC
EIN
43-1638032
Address
104 ARMOUR ROAD · NORTH KANSAS CITY, MO · 64116
Phone
(816) 303-4500
Industry
Real Estatesee 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
2025-07-22
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ACORD COX & SCOTT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | — | EL SEGUNDO, CA | NONE | $11K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $3K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $2K | — |
Investments
11 direct securities · 19 pooled funds· $11.1M(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.
Common Collective Trust
$8.5M
18 holdings
Uncategorized
$2.6M
11 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $1.5M | 13.6% | |
| STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $1.2M | 11.0% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $1.2M | 10.5% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $915K | 8.2% | |
| STATE STREET RET RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $885K | 8.0% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $729K | 6.6% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $607K | 5.5% | |
| STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $551K | 5.0% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $514K | 4.6% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $445K | 4.0% | |
| MFS Value R6 MFS 0 | — | — | — | $313K | 2.8% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $291K | 2.6% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $242K | 2.2% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $242K | 2.2% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $182K | 1.6% | |
| STATE STREET RET RIGHT TARGET 2020 HAND BENEFITS & TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $169K | 1.5% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $124K | 1.1% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $123K | 1.1% | |
| AB Discovery Value Z Alliance Bernstein 0 | — | — | — | $106K | 1.0% | |
| William Blair Small-Mid Cap Growth R6 William Blair 0 | — | — | — | $104K | 0.9% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $102K | 0.9% | |
| MFS International Growth R6 MFS 0 | — | — | — | $92K | 0.8% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $88K | 0.8% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | — | — | — | $87K | 0.8% | |
| Allspring Emerging Markets Equity R6 Allspring 0 | — | — | — | $81K | 0.7% | |
| Causeway International Value Instl Causeway 0 | — | — | — | $65K | 0.6% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $60K | 0.5% | |
| STATE STREET RET RIGHT TARGET 2065 STATE STREET GLOBAL ADVISORS · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $60K | 0.5% | |
| STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $34K | 0.3% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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