# Maz Shared Management Company, LLC DC Plan
Source: https://planprovider.pro/companies/maz-shared-management-company-llc-plan

> Maz Shared Management Company, LLC's DC plan: 1,039 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CREATIVE PLANNING SERVICES, INC.|ADVISOR|$249,424|—|$249,424|

| NEWPORT GROUP, INC.|RECORD-KEEPER|$95,849|—|$95,849|

| NEWPORT TRUST COMPANY|TRUSTEE|$16,666|—|$16,666|

| CBIZ|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $361,939

- **Estimated Expense Ratio:** 0.601% 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|$362,210|$249,695|$61,554|—|—|

| 2023|$299,805|$211,667|$51,217|—|—|

| 2022|$283,537|$199,262|$71,279|—|$12,996|

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