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Original filing (PDF)20250813142529NAL0012702944001
CALMAX TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
CALMAX TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
178
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
23 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALMAX TECHNOLOGY, INC..
Plan sponsor
Name
CALMAX TECHNOLOGY, INC.
EIN
77-0414998
Address
526 LAURELWOOD RD · SANTA CLARA, CA · 950542418
Phone
(408) 748-8660
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
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CRAWFORD PIMENTEL CORPORATION
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
16 direct securities · 23 pooled funds· $21.0M(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.
Pooled Separate Account
$18.2M
23 holdings
Uncategorized
$2.8M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $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 | — | — | $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 | — | — | $0 | $412K | 2.2% | |
| Principal Life Insurance CompanyPrin U.S. Property Sep Acct-R5 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $0 | $122K | 0.6% | |
| Principal Life Insurance CompanyPrin SmCap S&P 600 Index SA-R5 | — | — | $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 | — | — | $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 | — | — | $0 | $73K | 0.4% | |
| Principal Life Insurance CompanyPrin SmallCap Growth I SA-R5 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $0 | $34K | 0.2% | |
| Principal Life Insurance CompanyPrin MidCap Growth III SA-R5 | — | — | $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 | — | — | $0 | $2K | <0.1% |
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