Sponsor portfolio
MAXWELL FINANCIAL MANAGEMENT LLC
EIN 20-4156790financial servicesLatest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
Participants
10
6530 WEST CAMPUS OVAL, SUITE 320 - NEW ALBANY, OH 43054614-431-4345maxwellfm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN
401k
Assets$1.9M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502
MAXWELL FINANCIAL MGT SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN | 401k | $1.9M | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MAXWELL FINANCIAL MGT SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans