Plan Snapshot
- Plan Sponsor: Maynard Nexsen PC
- Sponsor EIN: 630864426
- Sponsor Address: 1901 6TH AVENUE NORTH, SUITE 1700, BIRMINGHAM, AL, 352032629
- Plan Type: 401(k)
- Plan Number: 099
- Total Participants: 0
- Total Assets: $419.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $419.0M | $0 | $0 |
| 2023 | 0 | $315.3M | $0 | $0 |
| 2022 | 0 | $259.5M | $0 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $365,286 | — | $365,286 |
| SAVANT CAPITAL LLC | Investment Advisor | $118,635 | — | $118,635 |
| RFG ADVISORY LLC | Other Service Provider | $64,782 | — | $64,782 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $59,195 | — | $59,195 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $43,553 | — | $43,553 |
| THE WELCH GROUP LLC | Other Service Provider | $25,444 | — | $25,444 |
| DMC WEALTH MANAGEMENT LLC | Other Service Provider | $24,317 | — | $24,317 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $22,494 | — | $22,494 |
| MAYFAIR ADVISORY GROUP LLC | Other Service Provider | $13,341 | — | $13,341 |
| HAYEK KALLEN INVESTMENT MANAGEMENT | Other Service Provider | $11,794 | — | $11,794 |
| CHARLES SCHWAB & COMPANY, INC. | Recordkeeper | $6,819 | — | $6,819 |
| WAVERLY ADVISORS LLC | Other Service Provider | $6,456 | — | $6,456 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVANT CAPITAL LLC — Investment Advisor
- CHARLES SCHWAB & COMPANY, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $762,116
- Estimated Expense Ratio: 0.182% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $426,832 | — | $426,832 | — | — |