Original filing (PDF)20251015094340NAL0002095843001

MUX, INC.

Name: MUX, INC. — MUX 401(K) PLAN, Form 5500 (2024)
Creator: MUX, INC.

Form 5500

FILING_RECEIVED

MUX 401(K) PLAN

401(k) retirement plan

Signals · 1

26% in single holding

Active participants

Accounts w/ balance

126

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Value Mutual funds * Fidelity Freedom Index 2050 Fund Investor Mutual Fund" is 26% of plan.

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 MUX, INC..

Plan sponsor

Name

MUX, INC.

EIN

81-0715278

Address

88 STEVENSON STREET · SAN FRANCISCO, CA · 94105

Phone

(510) 402-2257

Industry

Data Processing, Hosting· Information / Tech / Mediasee 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

2025-10-15

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

Audit & trust (Schedule H)

Auditor

SENSIBA LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

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

Investments

23 direct securities· $10.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds * Fidelity Freedom Index 2050 Fund Investor Mutual Fund	—	—	—	$2.6M	25.7%
Fidelity Freedom Index 2055 Fund Investor Mutual Fund	—	—	—	$2.5M	24.4%
Fidelity Freedom Index 2045 Fund Investor Mutual Fund	—	—	—	$2.0M	20.1%
Fidelity Freedom Index 2060 Fund Investor Mutual Fund	—	—	—	$1.6M	16.0%
Fidelity Freedom Index 2040 Fund Investor Mutual Fund	—	—	—	$357K	3.5%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$234K	2.3%
Fidelity Total Market Index Mutual Fund	—	—	—	$154K	1.5%
Fidelity Freedom Index 2030 Fund Investor Mutual Fund	—	—	—	$113K	1.1%
Fidelity Large Cap Growth Index Fund Mutual Fund	—	—	—	$109K	1.1%
Fidelity Freedom Index 2065 Fund Investor Mutual Fund	—	—	—	$93K	0.9%
American Funds New World Fund Class R-6 Mutual Fund	—	—	—	$54K	0.5%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$48K	0.5%
American Century High Income Fund R6 Class Mutual Fund	—	—	—	$45K	0.4%
American Century Small Cap Growth Fund R6 Class Mutual Fund	—	—	—	$35K	0.3%
Fidelity International Index Fund Mutual Fund	—	—	—	$33K	0.3%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$32K	0.3%
Fidelity Freedom Index 2035 Fund Investor Mutual Fund	—	—	—	$29K	0.3%
PIMCO RAE US Small Instl Mutual Fund	—	—	—	$17K	0.2%
MFS International Equity Fund Class R6 Mutual Fund	—	—	—	$9K	<0.1%
Principal MidCap Fund Class R6 Mutual Fund	—	—	—	$4K	<0.1%
Cohen & Steers Instl Realty Shares Mutual Fund	—	—	—	$4K	<0.1%
Fidelity U.S. Sustainability Index Mutual Fund	—	—	—	$3K	<0.1%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$1K	<0.1%