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Filings through Oct 24, 2026.

Maxwell, Locke & Ritter, LLP

EIN 74-2900215-accounting-Latest filing 2025
Plans
2
Retirement
1
$78.1M assets
Health & Benefits
1
$1.7M premiums
Participants
388
401 CONGRESS AVENUE, SUITE 2000 - AUSTIN, TX 78701512-370-3205mlrpc.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401(k)-$78.1M - 231 part#501Fully insured-$1.7M - 267 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.7M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Prescription drug$1.6M
  • Long-term disability$65K
  • Other$33K
  • Vision$15K
  • +1 more
Total $1.7M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MAXWELL, LOCKE & RITTER, LLP 401(K) PROFIT SHARING PLAN

401(k)

Assets$78.1M
Participants231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MAXWELL LOCKE & RITTER LLP EMPLOYEE BENEFITS PLAN

Fully insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.7M
Covered lives267
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MAXWELL, LOCKE & RITTER, LLP 401(K) PROFIT SHARING PLAN401(k)$78.1M2312025
  • MAXWELL, LOCKE & RITTER, LLP 401(K) PROFIT SHARING PLAN$78.1M
    #001 · 401(k) · 2025231

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MAXWELL LOCKE & RITTER LLP EMPLOYEE BENEFITS PLANFully insuredBLUECROSS BLUESHIELD OF TEXAS$1.7M2672025
  • MAXWELL LOCKE & RITTER LLP EMPLOYEE BENEFITS PLAN$1.7M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 2025267
Retirement plans
Health & Benefits plans

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