Maritz Holdings Inc. 401(k) Review & Grade
Maritz Holdings Inc. Employees' Investment Plan
Fenton, MOManagement of Companies2,526 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$2,365Employer $ per active participant
$6,396Employee $ saved per active participant
0.05%Direct admin cost, % of plan assets
$465.5MNet plan assets, end of year
$150,796Average balance per account
Score breakdown
- Employer generosity16.9 / 5034th percentile for employer $ per participant
- Low cost20.1 / 2580th percentile for low admin cost vs. same-size plans
- Employee saving7.6 / 1551th percentile for employee $ per participant
- Plan features0 / 10No auto-enrollment or default investment reported
Total score45 / 100 · Grade C
This plan vs. peers
Peers: Management of Companies plans with 2,500–9,999 active participants (60 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 34th |
| Lower admin cost | 80th |
| Employee saving | 51th |
| Peers that auto-enroll | 58% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Maritz Holdings put in about $2,365 per active participant, below the typical peer ($3,455). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $5,975,234 |
| Participant (employee) contributions | $16,155,226 |
| Other contributions (incl. rollovers in) | $2,504,652 |
| Administrative expenses paid from the plan | $198,421 |
| Contract administrator fees | $21,181 |
| Investment advisory & management fees | $70,825 |
| Other admin expenses | $2,250 |
| Benefits paid out | $35,841,802 |
| Net assets, start / end of year | $400.9M / $465.5M |
| Active participants, start / end of year | 2,465 / 2,587 |
| Participants with account balances | 3,087 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Forvis Mazars LLP |
Largest service providers (Schedule C)
| T. Rowe Price RPS, Inc. | $126,720 reported compensation |
| Morgan Stanley Global Banking | $70,000 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251014154822NAL0006668866001, received 2025-10-14, EIN 43-0393480, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.