# Maxwell, Locke & Ritter, LLP 401(k) Plan
Source: https://planprovider.pro/companies/maxwell-locke-ritter-llp-401k-plan

> Maxwell, Locke & Ritter, LLP's 401(k) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Maxwell, Locke & Ritter, LLP

- **Sponsor EIN:** 742900215

- **Sponsor Address:** 401 CONGRESS AVENUE, SUITE 2000, AUSTIN, TX, 78701

- **Plan Type:** 401(k)

- **Total Participants:** 161

- **Total Assets:** $68.2M

## 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|161|$68.2M|$1.7M|$1.9M|

| 2023|192|$61.2M|$1.7M|$2.1M|

| 2022|153|$50.9M|$1.5M|$1.8M|

## 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|

| ROBINSON, GRIMES & COMPANY, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$3,642|—|—|—|—|

| 2023|$2,221|—|—|—|—|

| 2022|$1,745|—|—|—|$1,745|

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