# Maverick Capital, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/maverick-capital-ltd-401k-plan

> Maverick Capital, Ltd.'s 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Maverick Capital, Ltd.

- **Sponsor EIN:** 752482446

- **Sponsor Address:** 1900 N. PEARL STREET, SUITE 2000, DALLAS, TX, 752017858

- **Plan Type:** 401(k)

- **Total Participants:** 96

- **Total Assets:** $124.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|96|$124.6M|$1.4M|$2.9M|

| 2023|94|$112.3M|$2.1M|$2.6M|

| 2022|110|$105.7M|$2.6M|$3.1M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$48,947|—|$48,947|

| MORGAN STANLEY SMITH BARNEY|NONE|$18,750|—|$18,750|

| HM&M GROUP LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [HM&M GROUP LLC](https://planprovider.pro/provider/hmandm-group-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $67,697

- **Estimated Expense Ratio:** 0.054% 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|$67,697|$22,581|—|—|—|

| 2023|$100,641|$58,918|—|—|—|

| 2022|$57,103|$9,375|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/maverick-capital-ltd-401k-plan)

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