Plan Snapshot
- Plan Sponsor: Maverick Usa, INC
- Sponsor EIN: 710532344
- Sponsor Address: PO BOX 16173, LITTLE ROCK, AR, 72231
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,239
- Total Assets: $58.6M
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. |
|---|---|---|---|---|
| 2025 | 2,239 | $58.6M | $0 | $0 |
| 2024 | 2,163 | $51.4M | $1.7M | $4.9M |
| 2023 | 2,055 | $43.3M | $2.7M | $4.8M |
| 2022 | 2,028 | $33.4M | $2.6M | $4.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $99,862 | — | $99,862 |
| STEPHENS INC. | Investment Advisor | $51,789 | $6,664 | $58,453 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,315
- Estimated Expense Ratio: 0.270% 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 |
|---|---|---|---|---|---|
| 2025 | $6,910,201 | $51,789 | — | — | — |
| 2024 | $234,547 | — | — | — | — |
| 2023 | $187,707 | — | — | — | — |
| 2022 | $153,237 | — | — | — | — |