Plan Snapshot
- Plan Sponsor: Maintex, INC.
- Sponsor EIN: 952138560
- Sponsor Address: 13300 E. NELSON AVE., CITY OF INDUSTRY, CA, 91746
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $14.0M | $0 | $684,047 |
| 2023 | 159 | $12.3M | $0 | $682,008 |
| 2022 | 147 | $11.0M | $0 | $650,469 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $31,708 | — | $31,708 |
| JLK ROSENBERGER.LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER.LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,708
- Estimated Expense Ratio: 0.227% 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 | $33,583 | $31,708 | — | — | — |
| 2023 | $30,262 | $28,695 | — | — | — |
| 2022 | $37,039 | — | $37,039 | — | — |