Plan Ledger DOL Form 5500 · updated monthly

Maintenx International Service Management Group, Inc.401(k)

MAINTENX 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.43%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Maintenx International Service Management Group, Inc. reported $45,655 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,557 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.15% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,640th-largest of 3,644 plans among Florida employers on file, and the 1,024th of 2,096 in real estate & leasing. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 334 to 427 since 2022.

Plan summary
Net assets, end of year$11,444,808
Participants with balances206
Active participants427
Employer contributions$664,843
Employee contributions$879,150
Employer contribution per active participant$1,557
Average account balance$55,557
Benefits paid to participants$1,369,735
Plan auditUnmodified (clean) audit opinion
AuditorPDR CPAS & ADVISORS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 206 accts · $665K emplr
2023$10.0M · 229 accts · $662K emplr
2022$7.4M · 190 accts · $510K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,655
Total administrative$45,655
The Maintenx International Service Management Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,557
Median for plans this size$2,416
2024$1,557 per active participant
2023$1,349 per active participant
2022$1,527 per active participant

Maintenx International Service Management Group, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
BROAD STREET CAPITAL PARTNERS, LLC · Investment advisory (plan)$28,737
PENSERVCO, INC. · Contract administrator$12,085
EMPOWER ADVISORY GROUP, LLC · Investment management$7,967
FIRST HORIZON ADVISORS, INC. · Investment advisory (plan)$1,155

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$45,655 · 0.43%
2023$12,820 · 0.15%
2022$11,278 · 0.15%
Same employer
Similar plansReal Estate & Leasing · Florida
Cenvill Recreation, Inc FL$12.5M · 0.39%
Crm Management, LLC FL$11.9M · 0.55%
Accesso Partners, LLC FL$11.9M · 0.34%
The Altman Companies, LLC FL$10.7M · 0.60%
Banyan Street Advisors LLC FL$10.5M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275201132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.