McKenzie Perez signed Maxwell Financial Labs, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maxwell Financial Labs, Inc.'s EIN is 47-4655027.
Download the official 2023 Form 5500 (PDF) for Maxwell Financial Labs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Maxwell Financial Labs, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), 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 | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.0M | 98.7% | |
| [Assets held in participant loans] | Other | — | — | $42K | 0.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $24K | 0.5% |
