# Maynard Nexsen PC 401(k) Plan
Source: https://planprovider.pro/companies/maynard-nexsen-pc-630864426-099

> Maynard Nexsen PC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/savant-wealth-management) — Investment Advisor

- [CHARLES SCHWAB & COMPANY, INC.](https://planprovider.pro/provider/charles-schwab-and-co-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|—|—|

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