Plan Snapshot
- Plan Sponsor: Maverick Fitness Holdings, LLC
- Sponsor EIN: 833032672
- Sponsor Address: 2601 NETWORK BLVD, SUITE 200, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 407 | $4.0M | $0 | $180,302 |
| 2022 | 417 | $3.6M | $0 | $178,463 |
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 |
|---|---|---|---|---|
| LGT FINANCIAL ADVISORS LLC | FINANCIAL ADVISOR | $16,990 | — | $16,990 |
| DEFINITI LLC | NONE | $13,442 | — | $13,442 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LGT FINANCIAL ADVISORS LLC — FINANCIAL ADVISOR
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,432
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 | $113 | — | $113 | — | — |
| 2023 | $150 | — | $150 | — | — |
| 2022 | $2,000 | — | $2,000 | — | — |