Back to filter
Original filing (PDF)20251015200646NAL0005790145001
MAXXAM INC.
Form 5500
FILING_RECEIVED
MAXXAM PENSION PLAN
Defined-benefit pension plan
Signals · 2
38% in single holding~125 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "[DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS 8-10 YEAR CORPORATE BOND COMMINGLED POOL (extraction pending)]" is 38% of plan.
- 125 bps in Schedule C fees — 330% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXXAM INC..
Plan sponsor
Name
MAXXAM INC.
EIN
95-2078752
Address
109 N.POST OAK LN, SUITE 250 · HOUSTON, TX · 77024
Phone
(713) 975-7600
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 22-2640844 | — | TRUSTEE/CUSTODY | $33K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVST INSTL OPS | 04-2647786 | — | RECORDKEEPER | $277K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS | 13-2638166 | — | INVESTMENT MGMT | $3K | — |
Investments
4 pooled funds· $16.0M(64% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM 8-10 YEAR CORPORATE BOND FIDELITY INST ASSET MGMT · EIN 20-4659714 / PN 155 | Common Collective Trust | — | — | $6.1M | 24.3% | |
| FIAM LONG CORP A OR BETTER COMM PL FIDELITY INST ASSET MGMT · EIN 20-4659714 / PN 103 | Common Collective Trust | — | — | $5.2M | 20.5% | |
| FIAM INTERMEDIATE DURATION FIDELITY INST ASSET MGMT · EIN 20-4659714 / PN 014 | Common Collective Trust | — | — | $2.5M | 10.0% | |
| FIAM SHORT DURATION FIDELITY INST ASSET MGMT · EIN 20-4659714 / PN 016 | Common Collective Trust | — | — | $2.2M | 8.8% |