Mike Thompson signed Maxon Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maxon Industries, Inc.'s EIN is 95-4386345.
Download the official 2024 Form 5500 (PDF) for Maxon Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maxon Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $133K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDX 2035 K MUTUAL FUNDS | Other securities | — | $3.9M | $4.9M | 14.1% | |
| BLACKROCK LIFEPATH INDX 2030 K MUTUAL FUNDS | Other securities | — | $3.3M | $3.6M | 10.3% | |
| BLACKROCK LIFEPATH INDX 2050 K MUTUAL FUNDS | Other securities | — | $2.5M | $3.4M | 9.7% | |
| BLACKROCK MID CAP GRTH EQTY I MUTUAL FUNDS | Other securities | — | $2.2M | $3.1M | 8.9% | |
| BLACKROCK LIFEPATH INDX 2040 K MUTUAL FUNDS | Other securities | — | $2.0M | $2.5M | 7.2% | |
| AMERICAN AMCAP FUND CL R6 MUTUAL FUNDS | Other securities | — | $1.9M | $2.3M | 6.5% | |
| BLACKROCK LIFEPATH INDX RET K MUTUAL FUNDS | Other securities | — | $1.9M | $2.0M | 5.9% | |
| VANGUARD SMALL CAP INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $1.3M | $1.8M | 5.3% | |
| AMERICAN FUNDAMENTAL MUTUAL FUNDS | Other securities | — | $1.3M | $1.5M | 4.4% | |
| T ROWE PRICE MID CAP VAL FD I MUTUAL FUNDS | Mutual Funds | — | $1.2M | $1.3M | 3.6% | |
| PRIMECAP ODYSSEY GROWTH FUND MUTUAL FUNDS | Mutual Funds | — | $1.2M | $1.0M | 2.9% | |
| MFS VALUE FUND CL A MUTUAL FUNDS | Mutual Funds | — | $846K | $938K | 2.7% | |
| PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $889K | $889K | 2.6% | |
| METROPOLITAN WEST TOTAL MUTUAL FUNDS | Other securities | — | $735K | $666K | 1.9% | |
| LOAN FUND LOANS | Other securities | — | $584K | $584K | 1.7% | |
| AMERICAN INTL GROWTH AND MUTUAL FUNDS | Other securities | — | $540K | $558K | 1.6% | |
| PRIMECAP ODYSSEY STOCK FUND MUTUAL FUNDS | Mutual Funds | — | $558K | $540K | 1.6% | |
| VANGUARD SMALL CAP VALUE ADM MUTUAL FUNDS | Mutual Funds | — | $321K | $424K | 1.2% | |
| VANGUARD INFLATION-PRTCD INV MUTUAL FUNDS | Mutual Funds | — | $440K | $400K | 1.2% | |
| BLACKROCK LIFEPATH INDX 2045 K MUTUAL FUNDS | Other securities | — | $300K | $388K | 1.1% | |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS | Other securities | — | $392K | $374K | 1.1% | |
| T ROWE PRICE INTEGR US SM CP I MUTUAL FUNDS | Mutual Funds | — | $329K | $344K | 1.0% | |
| COLUMBIA MIDCAP INDX FD INSTL2 MUTUAL FUNDS | Other securities | — | $281K | $272K | 0.8% | |
| INVESCO DEVELOPING MKTS FD R6 MUTUAL FUNDS | Mutual Funds | — | $226K | $211K | 0.6% | |
| T ROWE PRICE HIGH YIELD INV MUTUAL FUNDS | Mutual Funds | — | $170K | $165K | 0.5% | |
| INVESCO MAIN STR MID CAP R6 MUTUAL FUNDS | Mutual Funds | — | $140K | $148K | 0.4% | |
| T ROWE PRICE REAL ESTATE MUTUAL FUNDS | Mutual Funds | — | $196K | $141K | 0.4% | |
| LOOMIS SAYLES BOND FD MUTUAL FUNDS | Other securities | — | $153K | $141K | 0.4% | |
| INVESCO INTRNL DIVRSFD FD R6 MUTUAL FUNDS | Mutual Funds | — | $107K | $93K | 0.3% | |
| BLACKROCK LIFEPATH INDX 2055 K MUTUAL FUNDS | Other securities | — | $46K | $58K | 0.2% | |
| MFS INTERNATIONAL NEW DISCVY I MUTUAL FUNDS | Mutual Funds | — | $43K | $35K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
