Plan Snapshot
- Plan Sponsor: Maz Shared Management Company, LLC
- Sponsor EIN: 452600873
- Sponsor Address: 21000 AEROSPACE PARKWAY, CLEVELAND, OH, 44142
- Plan Type: DC
- Total Participants: 1,039
- Total Assets: $60.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,039 | $60.2M | $2.8M | $5.8M |
| 2023 | 915 | $51.4M | $2.1M | $4.4M |
| 2022 | 749 | $42.8M | $1.8M | $3.8M |
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 |
|---|---|---|---|---|
| CBIZ | 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 | $362,210 | $249,695 | $61,554 | — | — |
| 2023 | $299,805 | $211,667 | $51,217 | — | — |
| 2022 | $283,537 | $199,262 | $71,279 | — | $12,996 |