Plan Snapshot
- Plan Sponsor: Maximus, INC.
- Sponsor EIN: 541000588
- Sponsor Address: 1600 TYSONS BLVD, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 40,533
- Total Assets: $913.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 40,533 | $913.2M | $37.5M | $82.4M |
| 2023 | 32,641 | $763.1M | $35.2M | $76.9M |
| 2022 | 31,806 | $592.2M | $30.7M | $69.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $344,686 | — | $344,686 |
| CREATIVE PLANNING HOLDCO, LLC | INVESTMENT ADVISOR | $48,750 | — | $48,750 |
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | $16,250 | — | $16,250 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- CREATIVE PLANNING HOLDCO, LLC — INVESTMENT ADVISOR
- CREATIVE PLANNING, LLC — INVESTMENT ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $409,686
- Estimated Expense Ratio: 0.045% 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 |
|---|---|---|---|---|---|
| 2024 | $227,384 | $409,686 | $900 | — | — |
| 2023 | $283,010 | $381,119 | $900 | $6,200 | — |
| 2022 | $514,136 | $269,220 | — | — | — |