Plan Snapshot
- Plan Sponsor: Maxor National Pharmacy Services Company
- Sponsor EIN: 752399247
- Sponsor Address: 320 S. POLK, SUITE 900, AMARILLO, TX, 79101
- Plan Type: 401(k)
- Total Participants: 1,178
- Total Assets: $116.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,178 | $116.7M | $3.6M | $9.1M |
| 2023 | 1,024 | $95.9M | $2.9M | $7.4M |
| 2022 | 865 | $75.6M | $2.5M | $6.0M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $224,389 | — | $224,389 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $224,389
- Estimated Expense Ratio: 0.192% 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 | $224,389 | $11,496 | $212,893 | — | — |
| 2023 | $176,038 | $6,942 | $169,096 | — | — |
| 2022 | $167,001 | $3,990 | $163,011 | — | — |