Plan Ledger DOL Form 5500 · updated monthly

Maverick Fitness Holdings, LLC401(k)

MAVERICK FITNESS HOLDINGS, LLC 401(K) RETIREMENT PLAN · FRISCO, TX · plan year 2023

Reported admin expense ratio · 2023
0.00%

Maverick Fitness Holdings, LLC reported $150 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio fell from 0.05% to 0.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,315th of 5,688), and 8,578th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,962,588
Participants with balances236
Active participants407
Employer contributions—
Employee contributions$180,302
Employer contribution per active participant—
Average account balance$16,791
Benefits paid to participants$329,964
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$4.0M · 236 accts
2022$3.6M · 267 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$150
Total administrative$150
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LGT FINANCIAL ADVISORS LLC · Investment advisory (plan)$8,495
DEFINITI LLC · Contract administrator$6,721

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

Administrative cost history3
2024Not separately reported
2023$150 · 0.00%
2022$2,000 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Summus Health Care, LLC TX$4.1M · 0.77%
Calab Inc TX$4.0M · 0.11%
The Rose TX$4.0M · 1.08%
Family Hospital Systems TX$3.8M · 0.82%
Tots in Tow LLC TX$3.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833032672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.