Plan Snapshot
- Plan Sponsor: Maxey Trailers Manufacturing, INC.
- Sponsor EIN: 262275695
- Sponsor Address: 7075 FM 38 NORTH, BROOKSTON, TX, 75421
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $2.2M
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 | 286 | $2.2M | $218,707 | $292,223 |
| 2023 | 287 | $1.8M | $278,890 | $343,982 |
| 2022 | 248 | $1.1M | $274,534 | $351,557 |
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 |
|---|---|---|---|---|
| MCCARTHY, ROSE AND MILLS, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,458 | $9,054 | — | — | — |
| 2023 | $6,320 | $1,289 | — | — | — |
| 2022 | $2,798 | — | — | — | $2,798 |