Linda Walters signed Calmax Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calmax Technology, Inc.'s EIN is 77-0414998.
Download the official 2024 Form 5500 (PDF) for Calmax Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calmax Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $4.5M | 23.6% | |
| PRIN LIFETIME 2020 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $3.6M | 19.2% | |
| PRIN LIFETIME 2040 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $2.4M | 12.9% | |
| PRIN LIFETIME 2050 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $1.9M | 10.1% | |
| PRIN LIQUID ASSETS SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $0 | $888K | 4.7% | |
| PRIN LIFETIME 2060 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $822K | 4.3% | |
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $737K | 3.9% | |
| Principal Life Insurance CompanyPrin Glbl Emerg Markets SA-R5 | Common Stocks | — | $0 | $591K | 3.1% | |
| PRIN EQUITY INCOME SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $591K | 3.1% | |
| Participant Loans | Participant loans | — | $0 | $576K | 3.0% | |
| PRIN LIFETIME STRAT INC SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | $0 | $514K | 2.7% | |
| PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $0 | $462K | 2.4% | |
| PRIN MIDCAP VALUE I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $412K | 2.2% | |
| PIMCO FundsPIMCO Total Return A Fund | Mutual Funds | — | $0 | $412K | 2.2% | |
| Principal Life Insurance CompanyPrin U.S. Property Sep Acct-R5 | Pooled Separate Accounts | — | $0 | $277K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $277K | 1.5% | |
| PRIN INTL EQ SEPARATE ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | $0 | $246K | 1.3% | |
| Principal Life Insurance CompanyPrin Equity Income SA-R5 | Common Stocks | — | $0 | $175K | 0.9% | |
| PRIN CAPITAL APPR SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $175K | 0.9% | |
| Principal Life Insurance CompanyPRIN LIFETM 2070 SEP ACCT-R4 | Pooled Separate Accounts | — | $0 | $154K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $154K | 0.8% | |
| Principal Life Insurance CompanyPrin Core Plus Bond Sep Act-R5 | Other securities | — | $0 | $122K | 0.6% | |
| Principal Life Insurance CompanyPrin SmCap S&P 600 Index SA-R5 | Common Stocks | — | $0 | $116K | 0.6% | |
| PRIN MIDCAP GROWTH III SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $116K | 0.6% | |
| PRIN SMALLCAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $93K | 0.5% | |
| Principal Life Insurance CompanyPrin MidCap S&P 400 Idx SA-R5 | Common Collective Trusts | — | $0 | $93K | 0.5% | |
| PRIN CORE PLUS BOND SEP ACT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $73K | 0.4% | |
| Principal Life Insurance CompanyGeneral Guaranteed Interest | Other securities | — | $0 | $73K | 0.4% | |
| Principal Life Insurance CompanyPrin SmallCap Growth I SA-R5 | Common Stocks | — | $0 | $69K | 0.4% | |
| PRIN GLBL EMERG MARKETS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $57K | 0.3% | |
| Principal Life Insurance CompanyPrin Capital Appr SA-R5 | Common Stocks | — | $0 | $57K | 0.3% | |
| PRIN SMALLCAP VALUE II SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $46K | 0.2% | |
| Principal Life Insurance CompanyPrin MidCap Value I SA-R5 | Common Stocks | — | $0 | $46K | 0.2% | |
| PRIN LIFETM 2070 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $34K | 0.2% | |
| Principal Life Insurance CompanyPrin SmallCap Value II SA-R5 | Common Stocks | — | $0 | $34K | 0.2% | |
| Principal Life Insurance CompanyPrin MidCap Growth III SA-R5 | Common Stocks | — | $0 | $18K | <0.1% | |
| PRIN REAL ESTATE SECS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $18K | <0.1% | |
| PRIN U.S. PROPERTY SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Principal Life Insurance CompanyPrin Real Estate Secs SA-R5 | Common Stocks | — | $0 | $2K | <0.1% |
