Plan Snapshot
- Plan Sponsor: Maritz Holdings INC.
- Sponsor EIN: 430393480
- Sponsor Address: TAX DEPARTMENT, FENTON, MO, 63099
- Plan Type: 401(k)
- Total Participants: 2,587
- Total Assets: $465.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,587 | $465.5M | $6.0M | $16.2M |
| 2023 | 2,471 | $400.9M | $6.0M | $14.2M |
| 2022 | 2,172 | $336.8M | $3.7M | $11.8M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $198,421 | $70,825 | $21,181 | — | — |
| 2023 | $216,716 | $60,000 | $20,026 | — | — |
| 2022 | $253,099 | $80,000 | $170,099 | — | $3,000 |