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Original filing (PDF)20251009124557NAL0015541122001
MAXIMUS, INC.
Form 5500
FILING_RECEIVED
MAXIMUS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
40,533
Accounts w/ balance
20,755
Plan assets (EOY)
$913.2M
Net assets (EOY)
$913.2M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXIMUS, INC..
Plan sponsor
Name
MAXIMUS, INC.
EIN
54-1000588
Address
1600 TYSONS BLVD · SUITE 1400 · MCLEAN, VA · 22102
Phone
(703) 251-8449
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$151K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $345K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $49K | — |
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISOR | $16K | — |
Investments
29 direct securities· $913.2M(100% of reported assets)
Uncategorized
$800.5M
28 holdings
Mutual Funds
$112.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $112.7M | 12.3% | |
| Fidelity Investments Fidelity Contrafund | — | — | — | $105.4M | 11.5% | |
| Fidelity Investments Fidelity Freedom K 2035 Fund | — | — | — | $74.9M | 8.2% | |
| Fidelity Investments Fidelity Freedom K 2040 Fund | — | — | — | $68.2M | 7.5% | |
| Fidelity Investments Fidelity Freedom K 2045 Fund | — | — | — | $64.7M | 7.1% | |
| Fidelity Investments Fidelity Freedom K 2030 Fund | — | — | — | $59.0M | 6.5% | |
| Fidelity Investments Fidelity Freedom K 2050 Fund | — | — | — | $55.3M | 6.1% | |
| Fidelity Investments Fidelity Freedom K 2025 Fund | — | — | — | $42.8M | 4.7% | |
| Fidelity Investments Fidelity Freedom K 2055 Fund | — | — | — | $42.3M | 4.6% | |
| PGIM Total Return Bond Fund | — | — | — | $30.6M | 3.3% | |
| Fidelity Investments Fidelity Freedom K 2070 fund 142 Brokerage Securities * Fidelity Investments Self-directed brokerage accounts | — | — | — | $30.6M | 3.3% | |
| participant accounts | — | — | — | $24.1M | 2.6% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $23.0M | 2.5% | |
| Fidelity Investments Fidelity Freedom K 2060 Fund | — | — | — | $22.0M | 2.4% | |
| MFS Investment MFS Value R4 Fund | — | — | — | $20.1M | 2.2% | |
| American Funds American Funds EUPAC Fund | — | — | — | $18.2M | 2.0% | |
| Fidelity Investments Fidelity Freedom K 2020 Fund | — | — | — | $17.4M | 1.9% | |
| Goldman Sachs GS Small Cap Value Insights Fund | — | — | — | $16.6M | 1.8% | |
| Vanguard Developed Markets Index Fund | — | — | — | $14.0M | 1.5% | |
| Invesco Discovery R6 Fund | — | — | — | $12.1M | 1.3% | |
| Causeway Emerging Markets Institutional Fund | — | — | — | $10.7M | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $10.5M | 1.2% | |
| Vanguard Mid-Cap Growth Index Admiral Fund | — | — | — | $8.3M | 0.9% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index Fund | — | — | — | $7.3M | 0.8% | |
| Fidelity Investments Fidelity Freedom K 2065 Fund | — | — | — | $6.7M | 0.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $6.5M | 0.7% | |
| Fidelity Investments Fidelity Freedom K 2015 Fund | — | — | — | $5.5M | 0.6% | |
| Fidelity Investments Fidelity Freedom K Income Fund | — | — | — | $2.3M | 0.3% | |
| Fidelity Investments Fidelity Freedom K 2010 Fund | — | — | — | $1.4M | 0.1% |
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