Plan Snapshot
- Plan Sponsor: Max Home, LLC
- Sponsor EIN: 200055577
- Sponsor Address: 101 MAX PLACE, FULTON, MS, 38843
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 467
- Total Assets: $2.6M
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 | 467 | $2.6M | $0 | $0 |
| 2024 | 447 | $2.2M | $31,151 | $222,075 |
| 2023 | 414 | $2.0M | $39,189 | $193,045 |
| 2022 | 395 | $1.6M | $41,853 | $207,352 |
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 |
|---|---|---|---|---|
| STADION MONEY MANAGEMENT, LLC | Other Service Provider | $8,479 | — | $8,479 |
| AMERITAS LIFE INSURANCE CORP. | Recordkeeper | $6,163 | — | $6,163 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,642
- Estimated Expense Ratio: 0.561% 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 | $164,223 | $8,479 | $4,021 | — | — |
| 2024 | $18,542 | $8,242 | $3,159 | — | — |
| 2023 | $14,336 | $7,133 | — | — | — |
| 2022 | $14,262 | — | $14,262 | — | — |