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Original filing (PDF)20250812083429NAL0007087043001
MAQ, LLC DBA MAQ SOFTWARE
Form 5500
FILING_RECEIVED
MAQ, LLC DBA MAQ SOFTWARE 401(K) PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
132
Accounts w/ balance
158
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Index Adm Mutual Fund" is 40% of plan.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAQ, LLC DBA MAQ SOFTWARE.
Plan sponsor
Name
MAQ, LLC DBA MAQ SOFTWARE
EIN
94-3355025
Address
2027 152ND AVENUE NORTHEAST · REDMOND, WA · 98052
Phone
(425) 526-5399
Industry
Professional & Technical Servicessee 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
2025-08-12
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $10K | — |
Investments
19 direct securities· $7.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index Adm Mutual Fund | — | — | — | $3.1M | 39.1% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $1.7M | 20.9% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $1.3M | 16.1% | |
| Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $484K | 6.0% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $474K | 5.9% | |
| Vanguard Total Intl Bd Index Adm Mutual Fund | — | — | — | $210K | 2.6% | |
| Vanguard Growth Index Adm Mutual Fund | — | — | — | $194K | 2.4% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $46K | 0.6% | |
| Vanguard FTSE Social Index Fund Adm Mutual Fund | — | — | — | $45K | 0.6% | |
| Vanguard Developed Markets Index Adm Mutual Fund | — | — | — | $38K | 0.5% | |
| DFA Emerging Markets Value I Mutual Fund | — | — | — | $37K | 0.5% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $35K | 0.4% | |
| Vanguard Small Cap Growth Index Adm Mutual Fund | — | — | — | $35K | 0.4% | |
| BANC Master Deposit Account A Mutual Fund | — | — | — | $33K | 0.4% | |
| Vanguard Mid-Cap Index Adm Mutual Fund | — | — | — | $9K | 0.1% | |
| Vanguard Sht-Trm Infl-Prot Sec Index Adm Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Federal Money Market Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Mid-Cap Growth Index Adm Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Emerging Mkts Stock Index Adm Mutual Fund | — | — | — | $2K | <0.1% |
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