How big is The Maven Group's plan?

The Maven Group's plan reported $718K in assets and 8 participants for 2024.

Original filing (PDF)20250603140431NAL0010737937001

The Maven Group

Name: The Maven Group — The Maven Group - 401(k), Form 5500 (2024)
Creator: The Maven Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Maven Group - 401(k)

401(k) retirement plan · The Maven Group's The Maven Group - 401(k) held $718K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

People on this filing

Jeffrey Walton signed The Maven Group's 2024 Form 5500 as plan administrator.

Jeffrey Walton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Maven Group's EIN is 20-0221815.

EIN 20-0221815

Plan number 001

Plan year 2024

ACK ID 20250603140431NAL0010737937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Maven Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Maven Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MAVEN GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

THE MAVEN GROUP

EIN

all filings

Address

320 N SALEM ST STE 204 · APEX, NC · 27502

Phone

(919) 434-9132

Industry

Admin Support & Waste Mgmt

Plan administrator