How big is AMAX Engineering Corporation's plan?

AMAX Engineering Corporation's plan reported $25.7M in assets and 136 participants for 2024.

Original filing (PDF)20250918190510NAL0001891120001

AMAX Engineering Corporation

Name: AMAX Engineering Corporation — AMAX Profit Sharing, Form 5500 (2024)
Creator: AMAX Engineering Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AMAX Profit Sharing 401(k) Plan

401(k) retirement plan · AMAX Engineering Corporation's AMAX Profit Sharing 401(k) Plan held $25.7M in plan assets for 136 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

11% employer stockHigh average account balance

Active participants

136

Accounts w/ balance

125

Plan assets (EOY)

$25.7M

Net assets (EOY)

$25.7M

People on this filing

Margaret Huang signed AMAX Engineering Corporation's 2024 Form 5500 as plan administrator.

Margaret Huang — 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

AMAX Engineering Corporation's EIN is 77-0046535.

EIN 77-0046535

Plan number 001

Plan year 2024

ACK ID 20250918190510NAL0001891120001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AMAX Engineering Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

High average account balance (96th percentile).

Plan sponsor

Name

AMAX ENGINEERING CORPORATION

EIN

all filings

Address

1565 RELIANCE WAY · FREMONT, CA · 94539

Phone

(510) 651-8886

Industry

Engineering Services· Professional & Technical Services

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

2025-09-18

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INNOVEST PORTFOLIO SOLUTIONS LLC	84-1612955	—	ADVISORY	$8K	—

Investments

48 direct securities· $26.1M(100% of reported assets)

Other securities

$10.8M

14 holdings

Common Collective Trusts

$6.2M

2 holdings

Mutual Funds

$5.8M

29 holdings

Common Stocks

$3.1M

1 holding

Bonds / Notes

$133K

1 holding

Cash / Money Market

$27K

1 holding

					% of plan
Alger Capital Appreciation Instl R Mutual fund n/a	Other securities	—	—	$6.9M	26.7%
Vanguard Total Stock Mkt Idx Adm Mutual fund n/a	Common Collective Trusts	—	—	$5.8M	22.4%
Transamerica Life Ins Co Transamerica Stbl Val Focus Op	Common Stocks	—	—	$3.1M	11.9%
American Funds New Perspective R3 Mutual fund n/a	Mutual Funds	—	—	$1.3M	5.2%
BlackRock Equity Dividend R Mutual fund n/a	Other securities	—	—	$877K	3.4%
Vanguard Small Cap Index Adm Mutual fund n/a	Mutual Funds	—	—	$825K	3.2%
American Funds Capital Inc Bldr R3 Mutual fund n/a 793 American Funds Fundamental Invs R3 Mutual fund n/a	Mutual Funds	—	—	$615K	2.4%
Blackrock Glbl Alloc R	Other securities	—	—	$550K	2.1%
BlackRock Global Allocation R Mutual fund n/a	Other securities	—	—	$550K	2.1%
Invesco Eq Inc R	Mutual Funds	—	—	$533K	2.1%
Vanguard Mid-Cap Val Idx Admiral	Common Collective Trusts	—	—	$466K	1.8%
Pioneer Strategic Income A Mutual fund n/a	Other securities	—	—	$437K	1.7%
JPMorgan High Yield R2 Mutual fund n/a	Other securities	—	—	$354K	1.4%
PGIM Total Return Bond R Mutual fund n/a	Other securities	—	—	$333K	1.3%
JPMorgan Core Bond R2 Mutual fund n/a	Other securities	—	—	$318K	1.2%
American Funds American Funds 2045 Trgt Dt Ret R6	Mutual Funds	—	—	$318K	1.2%
Vanguard LifeStrategy Cnsrv Gr Inv Mutual fund n/a	Mutual Funds	—	—	$306K	1.2%
PIMCO Real Return A Mutual fund n/a	Mutual Funds	—	—	$233K	0.9%
American Century Infl Adj Bond A Mutual fund n/a	Other securities	—	—	$207K	0.8%
Invesco Small Cap Equity A Mutual fund n/a	Mutual Funds	—	—	$202K	0.8%
Invesco Diversified Dividend A Mutual fund n/a	Mutual Funds	—	—	$196K	0.8%
American Funds American Hi Inc Tr R3 Mutual fund n/a	Mutual Funds	—	—	$194K	0.8%
American Funds 2020 Trgt Date Retire R6 Mutual fund n/a	Mutual Funds	—	—	$184K	0.7%
Franklin Small Cap Value R Mutual fund n/a	Mutual Funds	—	—	$172K	0.7%
Notes receivable from participants 4 loans - 5.75% - 9.5% n/a	Bonds / Notes	—	—	$133K	0.5%
PGIM Jennison Natural Resources A Mutual fund n/a	Other securities	—	—	$115K	0.4%
Transamerica High Yield Bond A Mutual fund n/a	Other securities	—	—	$99K	0.4%
American Funds 2030 Trgt Date Retire R6 Mutual fund n/a	Mutual Funds	—	—	$94K	0.4%
Vanguard Total Intl Stock Index Admiral Mutual fund n/a	Mutual Funds	—	—	$72K	0.3%
Eaton Vance Atlanta Capital SMID-Cap R Mutual fund n/a	Other securities	—	—	$66K	0.3%
Janus Henderson Triton R Mutual fund n/a	Mutual Funds	—	—	$63K	0.2%
Invesco Developing Markets A Mutual fund n/a	Mutual Funds	—	—	$63K	0.2%
Vanguard LifeStrategy Growth Inv Mutual fund n/a	Mutual Funds	—	—	$61K	0.2%
Invesco Global Opportunities R Mutual fund n/a	Mutual Funds	—	—	$61K	0.2%
Invesco Glbl Opp R	Mutual Funds	—	—	$61K	0.2%
American Funds 2050 Trgt Date Retire R6 Mutual fund n/a	Mutual Funds	—	—	$48K	0.2%
American Funds American Funds 2065 Trgt Dt Ret R6	Mutual Funds	—	—	$40K	0.2%
Vanguard LifeStrategy Moderate Gr Inv Mutual fund n/a	Mutual Funds	—	—	$33K	0.1%
Thornburg Intl Eq R4	Other securities	—	—	$32K	0.1%
Vanguard LifeStrategy Income Inv Mutual fund n/a	Mutual Funds	—	—	$29K	0.1%
Transamerica Trust Company Cash Reserve Account	Cash / Money Market	—	—	$27K	0.1%
Victory Munder Mid-Cap Core Growth A Mutual fund n/a	Other securities	—	—	$25K	<0.1%
American Funds 2025 Trgt Date Retire R6 Mutual fund n/a	Mutual Funds	—	—	$25K	<0.1%
American Funds 2035 Trgt Date Retire R6 Mutual fund n/a	Mutual Funds	—	—	$17K	<0.1%
American Funds 2010 Trgt Date Retire R6 Mutual fund n/a	Mutual Funds	—	—	$16K	<0.1%
American Funds 2040 Trgt Date Retire R6 Mutual fund n/a	Mutual Funds	—	—	$15K	<0.1%
American Funds American Funds 2015 Trgt Dt Ret R6	Mutual Funds	—	—	$14K	<0.1%
American Funds American Funds 2060 Trgt Dt Ret R6	Mutual Funds	—	—	$4K	<0.1%