Plan Snapshot
- Plan Sponsor: Maxim Lighting International, INC.
- Sponsor EIN: 330862053
- Sponsor Address: 253 VINELAND AVE, CITY OF INDUSTRY, CA, 91746
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $8.6M
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 | 106 | $8.6M | $126,430 | $645,950 |
| 2023 | 136 | $7.2M | $114,711 | $579,177 |
| 2022 | 120 | $6.1M | $105,238 | $554,240 |
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 |
|---|---|---|---|---|
| ROGERS, CLEM & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROGERS, CLEM & COMPANY — Auditor
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 | $254,613 | — | $1,863 | — | — |
| 2023 | $567,020 | — | $1,581 | — | — |
| 2022 | $2,356 | — | — | — | — |