Plan Snapshot
- Plan Sponsor: Maritz Holdings INC.
- Sponsor EIN: 430393480
- Sponsor Address: TAX DEPARTMENT, FENTON, MO, 63099
- Plan Type: DB
- Total Participants: 383
- Total Assets: $82.2M
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 | 383 | $82.2M | $0 | $0 |
| 2023 | 401 | $85.4M | $9.2M | $0 |
| 2022 | 449 | $75.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| SEQUOIA FINACIAL GROUP, LLC | Other Service Provider | $141,668 | — | $141,668 |
| PARAMETRIC PORTFOLIO ASSOCIATES | Other Service Provider | $85,910 | — | $85,910 |
| SUN LIFE INVESTMENT MANAGEMENT | Other Service Provider | $78,201 | — | $78,201 |
| BANK OF NEW YORK MELLON | Other Service Provider | $46,851 | — | $46,851 |
| PENSION BENEFIT INFORMATION | Other Service Provider | $14,810 | — | $14,810 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $367,440
- Estimated Expense Ratio: 0.447% 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 | $541,060 | $305,780 | — | — | — |
| 2023 | $1,150,256 | $215,870 | — | — | — |
| 2022 | $1,290,750 | $278,446 | $60,280 | — | $25,000 |