Plan Ledger DOL Form 5500 · updated monthly

Maxus Properties, LLC401(k)

MAXUS PROPERTIES,LLC 401(K) RETIREMENT SAVING PLAN · NORTH KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Maxus Properties, LLC reported $17,477 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,100 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 0.05% to 0.16%. 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 among the smaller plans on file in Missouri (806th of 1,393), and the 1,045th of 2,096 in real estate & leasing. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has shrunk from 248 to 185 since 2022.

Plan summary
Net assets, end of year$11,103,161
Participants with balances224
Active participants185
Employer contributions$388,552
Employee contributions$676,008
Employer contribution per active participant$2,100
Average account balance$49,568
Benefits paid to participants$1,709,673
Plan auditUnmodified (clean) audit opinion
AuditorACORD COX & SCOTT, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 224 accts · $389K emplr
2023$10.5M · 255 accts · $507K emplr
2022$9.5M · 297 accts · $672K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,567
Investment management$11,910
Total administrative$17,477
The Maxus Properties, LLC 401(k) match · 2024
Employer contribution per active participant$2,100
Median for plans this size$2,416
2024$2,100 per active participant
2023$2,803 per active participant
2022$2,711 per active participant

Maxus Properties, LLC'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 · 20243
CETERA ADVISOR NETWORKS · Investment advisory (plan)$11,235
UNITED OF OMAHA$3,100
ASCENSUS LLC · Securities brokerage$2,468

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$17,477 · 0.16%
2023$4,550 · 0.05%
2022$5,050 · 0.05%
Same employer
Similar plansReal Estate & Leasing · Missouri
Sansone Group, LLC MO$13.5M · 0.50%
Yarco Company, Inc. MO$9.4M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431638032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.