# Meritage Homes Corporation 401(k) Plan
Source: https://planprovider.pro/companies/meritage-homes-corporation-401k-plan

> Meritage Homes Corporation's 401(k) plan: 1,961 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Meritage Homes Corporation

- **Sponsor EIN:** 860611231

- **Sponsor Address:** 18655 NORTH CLARET DRIVE, SUITE 400, SCOTTSDALE, AZ, 85255

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

- **Total Participants:** 1,961

- **Total Assets:** $209.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,961|$209.8M|$8.1M|$20.9M|

| 2023|1,927|$176.0M|$7.2M|$18.1M|

| 2022|2,020|$143.1M|$6.3M|$17.3M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$178,200|—|$178,200|

| CBIZ MHM, LLC - PHOENIX|CONSULTANT|$18,550|—|$18,550|

| ALLIANT RETIREMENT SERVICES LLC|ACCOUNTANT|$10,625|—|$10,625|

| CBIZ CPAS P.C.|Auditor|$10,625|—|$10,625|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $218,000

- **Estimated Expense Ratio:** 0.104% 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|$939,388|$18,550|—|$10,625|—|

| 2023|$193,298|—|—|—|—|

| 2022|$164,994|—|—|—|—|

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