Plan Ledger DOL Form 5500 · updated monthly

Maritz Holdings Inc.401(k)

MARITZ HOLDINGS INC. EMPLOYEES' INVESTMENT PLAN · FENTON, MO · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Maritz Holdings Inc. reported $198,421 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $2,310 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 fell from 0.07% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other management of companies employers. By assets it is the 66th-largest of 1,393 plans among Missouri employers on file, and the 88th of 786 in management of companies. In 2024, employees put in $2.70 for every $1.00 the employer contributed; active participation has grown from 2,172 to 2,587 since 2022.

Plan summary
Net assets, end of year$465,507,701
Participants with balances3,087
Active participants2,587
Employer contributions$5,975,234
Employee contributions$16,155,226
Employer contribution per active participant$2,310
Average account balance$150,796
Benefits paid to participants$35,841,802
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$465.5M · 3,087 accts · $6.0M emplr
2023$400.9M · 2,896 accts · $6.0M emplr
2022$336.8M · 2,822 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125,346
Investment management$70,825
Total administrative$198,421
The Maritz Holdings Inc. 401(k) match · 2024
Employer contribution per active participant$2,310
Median for plans this size$4,294
2024$2,310 per active participant
2023$2,448 per active participant
2022$1,704 per active participant

Maritz Holdings Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. 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 · 20242
T. ROWE PRICE RPS, INC. · Recordkeeping · Securities brokerage$126,720
MORGAN STANLEY GLOBAL BANKING · Investment advisory (participants) · Investment advisory (plan)$70,000

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$198,421 · 0.05%
2023$216,716 · 0.06%
2022$253,099 · 0.07%
Same employer
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Energizer Holdings, Inc. MO$585.2M · 0.08%
Osram Sylvania Inc. NH$485.7M · 0.22%
Midfirst Bank OK$485.6M · 0.11%
The Terminix Company, LLC TN$483.2M · 0.18%
The Chenega Corporation AK$451.4M · 0.22%
National Fuel Gas Company NY$438.4M · 0.00%
Lynden Incorporated WA$435.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430393480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.