How big is The Max Foundation's plan?

The Max Foundation's plan reported $2.3M in assets and 27 participants for 2024.

Original filing (PDF)20251014115153NAL0005698514003

The Max Foundation

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

Form 5500-SF

FILING_RECEIVED

The Max Foundation 401(k) Plan & Trust

401(k) retirement plan · The Max Foundation's The Max Foundation 401(k) Plan & Trust held $2.3M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Edgar Thomas signed The Max Foundation's 2024 Form 5500 as plan administrator.

Edgar Thomas — 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

The Max Foundation's EIN is 91-1893957.

EIN 91-1893957

Plan number 001

Plan year 2024

ACK ID 20251014115153NAL0005698514003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Max Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Max Foundation'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 THE MAX FOUNDATION.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score