Plan Snapshot
- Plan Sponsor: Maximus, INC.
- Sponsor EIN: 541000588
- Sponsor Address: 1600 TYSONS BLVD SUITE 1400, MCLEAN, VA, 22102
- Plan Type: DC
- Total Participants: 18,673
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 18,673 | $21.8M | $2.9M | $0 |
| 2023 | 16,482 | $19.9M | $3.0M | $0 |
| 2022 | 15,554 | $17.1M | $3.8M | $0 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $90,764 | — | $90,764 |
| APRIO LLP | ACCOUNTANT/AUDITOR | $20,481 | — | $20,481 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- APRIO LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,245
- Estimated Expense Ratio: 0.511% 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 | $111,947 | $702 | — | $20,481 | — |
| 2023 | $98,867 | $704 | — | — | — |
| 2022 | $123,033 | $1,207 | — | — | — |