Plan Snapshot
- Plan Sponsor: Maxus Operations, LLC
- Sponsor EIN: 462715562
- Sponsor Address: 401 E. MORRISSEY DRIVE, ELKHORN, WI, 53121
- Plan Type: 401(k)
- Total Participants: 317
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 317 | $2.8M | $84,175 | $285,618 |
| 2023 | 329 | $2.7M | $86,092 | $262,593 |
| 2022 | 243 | $2.1M | $81,417 | $260,909 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $15,806 | — | $15,806 |
| SVA CERTIFIED PUBLIC ACCOUNTANTS, S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,806
- Estimated Expense Ratio: 0.556% 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 | $18,934 | $16,909 | — | — | — |
| 2023 | $18,126 | — | — | — | — |
| 2022 | $15,522 | — | $15,522 | — | — |