How big is MUX, Inc.'s plan?

MUX, Inc.'s plan reported $10.1M in assets and 81 participants for 2024.

Original filing (PDF)20251015094340NAL0002095843001

MUX, Inc.

Name: MUX, Inc. — MUX 401(k) Plan, Form 5500 (2024)
Creator: MUX, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MUX 401(k) Plan

401(k) retirement plan · MUX, Inc.'s MUX 401(k) Plan held $10.1M in plan assets for 81 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributions33% in single holding

Active participants

Accounts w/ balance

126

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

People on this filing

Jaime Ortiz signed MUX, Inc.'s 2024 Form 5500 as plan administrator.

Jaime Ortiz — 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

MUX, Inc.'s EIN is 81-0715278.

EIN 81-0715278

Plan number 001

Plan year 2024

ACK ID 20251015094340NAL0002095843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MUX, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MUX, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

22 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

MUX, INC.

EIN

all filings

Address

88 STEVENSON STREET · SAN FRANCISCO, CA · 94105

Phone

(510) 402-2257

Industry

Data Processing, Hosting· Information / Tech / Media

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

2025-10-15

Pension benefit codes

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)

2E · Profit-sharing

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

22 direct securities· $7.5M(74% of reported assets)

Mutual Funds

$6.8M

11 holdings

Common Collective Trusts

$611K

7 holdings

Other securities

$88K

4 holdings

					% of plan
Fidelity Freedom Index 2055 Fund Investor Mutual Fund	Mutual Funds	—	—	$2.5M	24.4%
Fidelity Freedom Index 2045 Fund Investor Mutual Fund	Mutual Funds	—	—	$2.0M	20.1%
Fidelity Freedom Index 2060 Fund Investor Mutual Fund	Mutual Funds	—	—	$1.6M	16.0%
Fidelity Freedom Index 2040 Fund Investor Mutual Fund	Mutual Funds	—	—	$357K	3.5%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$234K	2.3%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$154K	1.5%
Fidelity Freedom Index 2030 Fund Investor Mutual Fund	Mutual Funds	—	—	$113K	1.1%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$109K	1.1%
Fidelity Freedom Index 2065 Fund Investor Mutual Fund	Mutual Funds	—	—	$93K	0.9%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$54K	0.5%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$48K	0.5%
American Century High Income Fund R6 Class Mutual Fund	Other securities	—	—	$45K	0.4%
American Century Small Cap Growth Fund R6 Class Mutual Fund	Other securities	—	—	$35K	0.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$33K	0.3%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$32K	0.3%
Fidelity Freedom Index 2035 Fund Investor Mutual Fund	Mutual Funds	—	—	$29K	0.3%
PIMCO RAE US Small Instl Mutual Fund	Mutual Funds	—	—	$17K	0.2%
MFS International Equity Fund Class R6 Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Principal MidCap Fund Class R6 Mutual Fund	Other securities	—	—	$4K	<0.1%
Cohen & Steers Instl Realty Shares Mutual Fund	Other securities	—	—	$4K	<0.1%
Fidelity U.S. Sustainability Index Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1K	<0.1%