Plan Snapshot
- Plan Sponsor: Maintenx International Service Management Group, INC.
- Sponsor EIN: 275201132
- Sponsor Address: 2202 NORTH HOWARD AVENUE, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 427 | $11.4M | $664,843 | $879,150 |
| 2023 | 491 | $10.0M | $662,492 | $866,083 |
| 2022 | 334 | $7.4M | $510,091 | $725,574 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BROAD STREET CAPITAL PARTNERS, LLC | Investment Advisor | $28,737 | — | $28,737 |
| PENSERVCO, INC. | Other Service Provider | $12,085 | $5,218 | $17,303 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,967 | — | $7,967 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,007
- Estimated Expense Ratio: 0.472% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $45,655 | — | $45,655 | — | — |
| 2023 | $12,820 | — | $12,820 | — | — |
| 2022 | $11,278 | — | $11,278 | — | — |