How big is Maximo Financial's plan?

Maximo Financial's plan reported $29K in assets and 7 participants for 2024.

Original filing (PDF)20250718190916NAL0002241761001

Maximo Financial

Name: Maximo Financial — Maximo Financial Inc., Form 5500 (2024)
Creator: Maximo Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maximo Financial Inc.

401(k) retirement plan · Maximo Financial's Maximo Financial Inc. held $29K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

Shirley Horner signed Maximo Financial's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Maximo Financial's EIN is 47-5135205.

EIN 47-5135205

Plan number 001

Plan year 2024

ACK ID 20250718190916NAL0002241761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maximo Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maximo Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAXIMO FINANCIAL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score