# Maximus, INC. 401(k) Plan
Source: https://planprovider.pro/companies/maximus-inc-401k-plan

> Maximus, INC.'s 401(k) plan: 40,533 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CREATIVE PLANNING HOLDCO, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/maximus-inc-401k-plan)

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