Darrin Mohacsi signed Maximum Wholesale Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maximum Wholesale Inc.'s EIN is 68-0562433.
Download the official 2023 Form 5500 (PDF) for Maximum Wholesale Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Maximum Wholesale Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $456K | 29.6% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $207K | 13.4% | |
| VANGUARD GROWTH INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $192K | 12.4% | |
| VANGUARD REAL ESTATE INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $90K | 5.8% | |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND Mutual Fund n/a 652 * VANGUARD 500 INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $88K | 5.7% | |
| VANGUARD MID-CAP GROWTH FUND Mutual Fund n/a | Mutual Funds | — | — | $87K | 5.6% | |
| VANGUARD TOTAL BOND MARKET INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $54K | 3.5% | |
| BANC Master Deposit Account A Interest-bearing Cash n/a | Cash / Money Market | — | — | $51K | 3.3% | |
| VANGUARD MID-CAP VALUE FUND Mutual Fund n/a | Mutual Funds | — | — | $48K | 3.1% | |
| Notes receivable from participants Loans (interest rates of 4.25% to 8.25% and n/a | Bonds / Notes | — | — | $45K | 2.9% | |
| VANGUARD MID-CAP INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $36K | 2.3% | |
| VANGUARD SMALL-CAP INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $35K | 2.3% | |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $31K | 2.0% | |
| Non-interest bearing cash Non-interest Bearing Cash n/a 126 * DFA EMERGING MARKETS SMALL CAP PORTFOLIO Mutual Fund n/a | Mutual Funds | — | — | $30K | 1.9% | |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $24K | 1.6% | |
| VANGUARD SHORT-TERM BOND INDEX FUND Mutual Fund n/a 69 * VANGUARD LONG-TERM BOND INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $20K | 1.3% | |
| VANGUARD SMALL-CAP VALUE INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $17K | 1.1% | |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $14K | 0.9% | |
| VANGUARD VALUE INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $8K | 0.5% | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $3K | 0.2% | |
| NUVEEN LARGE CAP RESPONSIBLE EQUITY FUND Mutual Fund n/a | Mutual Funds | — | — | $3K | 0.2% | |
| NUVEEN CORE IMPACT BOND FUND PREMIER CLASS Mutual Fund n/a 102 * VANGUARD INTERMEDIATE-TERM BOND INDEX FUND Mutual Fund n/a | U.S. Treasuries | — | — | $3K | 0.2% | |
| VANGUARD DEVELOPED MARKETS INDEX FUND Mutual Fund n/a | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
