Maximus, Inc. 401(k) Plan
Sponsored by Maximus, Inc. · EIN 541000588 · Plan #001
- Total assets
- $913M
- Net assets
- $913M
- Active participants
- 40,533
- With balances
- 20,755
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $344,686 |
| Creative Planning Holdco, Llc | Investment advisory (plan) | $48,750 |
| Creative Planning, Llc | Investment advisory (plan) | $16,250 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$150,939 |