Back to filter
Original filing (PDF)20251014115153NAL0005698514003
THE MAX FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE MAX FOUNDATION 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
27
Accounts w/ balance
36
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MAX FOUNDATION.
Plan sponsor
Name
THE MAX FOUNDATION
EIN
91-1893957
Address
1416 NW 46TH ST., SUITE 105 #146 · SEATTLE, WA · 98107
Phone
(425) 778-8660
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
EDUCATIONAL THEATRE ASSOCIATION
EDUCATIONAL THEATRE ASSOCIATION 403B TDA PLAN
$2.3M · 21 participants
KRISTI HOUSE, INC
KRISTI HOUSE, INC 401(K) PROFIT SHARING PLAN
$2.3M · 46 participants
NEW ENGLAND WATER WORKS ASSOCIATION, INC.
NEW ENGLAND WATER WORKS ASSOCIATION, INC. TAX SHELTERED ANNUITY PLAN
$2.3M · 11 participants
APPALSHOP, INC.
403(B) THRIFT PLAN OF APPALSHOP, INCORPORATED
$2.3M · 19 participants
BHHS LEGACY FOUNDATION
BHHS LEGACY FOUNDATION 401(K) PLAN
$2.3M · 9 participants
UNITED WAY OF CENTRAL GEORGIA INC
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL GEORGIA INC
$2.3M · 45 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants