How big is Maximus, Inc.'s plan?

Maximus, Inc.'s plan reported $21.8M in assets and 18,673 participants for 2024.

Original filing (PDF)20251003123509NAL0001389089001

Maximus, Inc.

Name: Maximus, Inc. — Maximus GSA Retirement Plan, Form 5500 (2024)
Creator: Maximus, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Maximus GSA Retirement Plan

Defined-contribution retirement plan · Maximus, Inc.'s Maximus GSA Retirement Plan held $21.8M in plan assets for 18,673 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureSelf-directed brokerage offered

Active participants

18,673

Accounts w/ balance

3,313

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

People on this filing

Alhassan Elbarasse signed Maximus, Inc.'s 2024 Form 5500 as plan administrator.

Alhassan Elbarasse — 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

Maximus, Inc.'s EIN is 54-1000588.

EIN 54-1000588

Plan number 002

Plan year 2024

ACK ID 20251003123509NAL0001389089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maximus, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maximus, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Total administrative cost in the bottom quartile of peers (20th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

MAXIMUS, INC.

EIN

all filings

Address

1600 TYSONS BLVD SUITE 1400 · MCLEAN, VA · 22102

Phone

(703) 251-8449

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$91K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
APRIO LLP	57-1157523	—	ACCOUNTANT/AUDITOR	$20K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

28 direct securities· $21.8M(100% of reported assets)

Mutual Funds

$21.0M

23 holdings

Common Collective Trusts

$491K

1 holding

Other securities

$174K

3 holdings

Self-Directed Brokerage

$104K

1 holding

					% of plan
Fidelity Freedom 2060 Mutual Fund NR	Mutual Funds	—	—	$2.7M	12.6%
Fidelity Freedom 2030 Mutual Fund NR	Mutual Funds	—	—	$2.4M	11.2%
Fidelity Freedom 2055 Mutual Fund NR	Mutual Funds	—	—	$2.2M	10.0%
Fidelity Freedom 2050 Mutual Fund NR	Mutual Funds	—	—	$2.1M	9.7%
Fidelity Freedom 2065 Mutual Fund NR	Mutual Funds	—	—	$2.1M	9.5%
Fidelity Freedom 2035 Mutual Fund NR	Mutual Funds	—	—	$2.0M	9.2%
Fidelity Freedom 2025 Mutual Fund NR	Mutual Funds	—	—	$1.8M	8.4%
Fidelity Freedom 2040 Mutual Fund NR	Mutual Funds	—	—	$1.6M	7.4%
Fidelity Freedom 2045 Mutual Fund NR	Mutual Funds	—	—	$1.6M	7.3%
Fidelity Freedom 2015 Mutual Fund NR	Mutual Funds	—	—	$558K	2.6%
Fidelity Freedom 2020 Mutual Fund NR	Mutual Funds	—	—	$550K	2.5%
Fidelity Investments Money Market Mutual Fund NR	Mutual Funds	—	—	$502K	2.3%
Fidelity 500 Index Mutual Fund NR	Common Collective Trusts	—	—	$491K	2.3%
Fidelity Contrafund Mutual Fund NR	Mutual Funds	—	—	$259K	1.2%
Fidelity Freedom 2010 Mutual Fund NR	Mutual Funds	—	—	$153K	0.7%
PGIM Total Return Bond Mutual Fund NR	Other securities	—	—	$128K	0.6%
Vanguard Developed Market Index Mutual Fund NR	Mutual Funds	—	—	$128K	0.6%
Self-directed Brokerage Self-directed Brokerage Accounts NR	Self-Directed Brokerage	—	—	$104K	0.5%
Fidelity Mid-Cap Index Mutual Fund NR	Mutual Funds	—	—	$102K	0.5%
Fidelity Freedom Income Mutual Fund NR	Mutual Funds	—	—	$76K	0.3%
Fidelity Inflation-Protected Bond Index Mutual Fund NR	Mutual Funds	—	—	$45K	0.2%
Vanguard Mid-Cap Growth Index Mutual Fund NR	Mutual Funds	—	—	$32K	0.1%
MFS Value Mutual Fund NR	Mutual Funds	—	—	$30K	0.1%
Goldman Sachs Small Cap Value Mutual Fund NR	Other securities	—	—	$24K	0.1%
Causeway Emerging Markets Mutual Fund NR	Other securities	—	—	$22K	0.1%
American Funds EuroPacific Growth Mutual Fund NR	Mutual Funds	—	—	$18K	<0.1%
Fidelity Small Cap Index Mutual Fund NR	Mutual Funds	—	—	$12K	<0.1%
Invesco Discovery Mutual Fund NR	Mutual Funds	—	—	$11K	<0.1%