# Maxim Management Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/maxim-management-services-llc-401k-plan

> Maxim Management Services, LLC's 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Maxim Management Services, LLC

- **Sponsor EIN:** 161503313

- **Sponsor Address:** 3085 HARLEM ROAD, SUITE 350, CHEEKTOWAGA, NY, 14225

- **Plan Type:** 401(k)

- **Total Participants:** 209

- **Total Assets:** $26.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|209|$26.2M|$691,739|$706,373|

| 2023|188|$23.1M|$610,918|$685,761|

| 2022|178|$19.3M|$577,026|$661,580|

## 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|

| DOPKINS & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DOPKINS & COMPANY, LLP](https://planprovider.pro/provider/dopkins-and-company-llp) — 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|$52,697|$9,353|$43,344|—|—|

| 2023|$46,921|—|—|—|—|

| 2022|$50,122|—|—|—|—|

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