Plan Snapshot
- Plan Sponsor: Maximus Real Estate Partners Ltd
- Sponsor EIN: 463150698
- Sponsor Address: 345 VIDAL DRIVE, SAN FRANCISCO, CA, 94132
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $4.4M
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 | 69 | $4.4M | $54,513 | $403,935 |
| 2023 | 68 | $4.9M | $114,784 | $341,016 |