Back to filter
Original filing (PDF)20250804135916NAL0001039937001
MADIX, INC.
Form 5500
FILING_RECEIVED
MADIX, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2,389
Accounts w/ balance
902
Plan assets (EOY)
$72.9M
Net assets (EOY)
$72.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 29 bps in Schedule C fees — 84% above peer band of 16 bps.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MADIX, INC..
Plan sponsor
Name
MADIX, INC.
EIN
75-1094810
Address
P.O. BOX 729 · TERRELL, TX · 75160
Phone
(214) 515-5400
Industry
Manufacturingsee 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
2025-08-04
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)
Audit & trust (Schedule H)
Auditor
JAMISONMONEYEFARMER PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $95K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $47K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $47K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
Investments
28 direct securities · 1 pooled fund· $72.9M(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.
Uncategorized
$67.4M
27 holdings
Common Collective Trust
$5.4M
1 holding
Mutual Funds
$67K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $11.6M | 15.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $9.1M | 12.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $8.7M | 11.9% | |
| Fidelity 500 Index Fund | — | — | — | $7.7M | 10.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.4M | 7.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $5.2M | 7.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.1M | 5.6% | |
| Vanguard Target Retirement Income Fund | — | — | — | $3.9M | 5.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.3M | 3.2% | |
| Notes receivable from participants Interest rates range from 4.00% - 10.25% | — | — | — | $2.3M | 3.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.7M | 2.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.7M | 2.4% | |
| Goldman Sachs GQG Partners International Opportunities Fund | — | — | — | $1.2M | 1.6% | |
| Calvert Equity Fund Class R6 | — | — | — | $930K | 1.3% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $900K | 1.2% | |
| Janus Henderson Enterprise Fund Class N | — | — | — | $849K | 1.2% | |
| Fidelity Extended Market Index Fund | — | — | — | $809K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $794K | 1.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $750K | 1.0% | |
| American Funds The Bond Fund of America Class R-6 | — | — | — | $715K | 1.0% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Portfolio Inst. Class | — | — | — | $475K | 0.7% | |
| First Eagle Global Fund Class I | — | — | — | $457K | 0.6% | |
| The Hartford Equity Income Fund Class R5 | — | — | — | $409K | 0.6% | |
| PIMCO Income Fund Institutional Class | — | — | — | $274K | 0.4% | |
| Columbia Select Mid Cap Value Fund Institutional 2 Class | — | — | — | $246K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $236K | 0.3% | |
| American Funds Capital Word Bond Fund Class R-6 | Mutual Funds | — | — | $67K | <0.1% | |
| MFS Conservative Allocation Fund Class R4 | — | — | — | $22K | <0.1% | |
| MFS Growth Allocation Fund Class R4 | — | — | — | $9K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
NATIONAL CARWASH SOLUTIONS
NATIONAL CARWASH SOLUTIONS SAVINGS PLAN
$71.6M · 1,463 participants
EMPLOYEE OWNED BRANDS, INC.
EMPLOYEE OWNED BRANDS, INC. 401(K) PLAN
$65.6M · 1,120 participants
SYNTEGON US HOLDING INC
SYNTEGON TECHNOLOGY RETIREMENT SAVINGS PLAN
$81.2M · 524 participants
METHODS MACHINE TOOLS, INC.
METHODS MACHINE TOOLS, INC. RETIREMENT SAVINGS PLAN
$60.2M · 296 participants
ELBITAMERICA, INC.
KOLLSMAN, INC. DEFINED BENEFIT RETIREMENT PLAN
$58.9M · 83 participants
BISGP
FIDELITY BUILDING SERVICES GROUP 401(K)
$56.3M · 1,298 participants
Large plans in Texas
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
EXXON MOBIL CORPORATION
EXXONMOBIL SAVINGS PLAN
$23.7B · 23,971 participants