Filings through .
Maxus Plan Solutions
Matched across 7 name variants in the filings
Maxus Plan Solutions summary
Maxus Plan Solutions appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $205M in assets for 10,574 participants. The median client plan holds $9.4M. Most client plans are sponsored in NC, GA and SC. The largest clients by plan assets are Hillco, Ltd., Flagship Oral Surgery Partners, LLC and Virginia Cancer Specialists, P.C.. Plans reported $167K in direct and indirect compensation paid to Maxus Plan Solutions. The median is $8K per plan.
- Participants
- 10,574
- Median plan assets
- $9.4M
- Median plan participants
- 278
- Median fees per plan
- $8K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Hillco, Ltd. | NC | $49.4M | 6,080 |
| Flagship Oral Surgery Partners, LLC | NC | $39.4M | 684 |
| Virginia Cancer Specialists, P.C. | VA | $19.8M | 525 |
| Southminster, Inc. | NC | $15.3M | 582 |
| Force Management Holdings, LLC | NC | $13.4M | 102 |
| Power Curbers Companies, LLC | NC | $13.0M | 170 |
| Incast Asset Management, Inc. | CA | $12.3M | 278 |
| Piedmont Community Charter School, Inc. | GA | $9.4M | 262 |
| Childrens Hope Alliance | NC | $9.3M | 376 |
| Bradford Preparatory School, Inc. | NC | $5.5M | 198 |
| Coastal Pediatric Associates, PA | SC | $5.4M | 59 |
| The Century Companies, Inc. | GA | $4.2M | 204 |
| Ifab Corp | NC | $3.8M | 372 |
| Alliance Plastics, LLC | SC | $2.7M | 189 |
| Foster Caviness Company, Inc. | NC | $1.9M | 493 |
- Hillco, Ltd.$49.4MNCParticipants 6,080
- NCParticipants 684
- VAParticipants 525
- Southminster, Inc.$15.3MNCParticipants 582
- NCParticipants 102
- NCParticipants 170
- CAParticipants 278
- GAParticipants 262
- NCParticipants 376
- NCParticipants 198
- SCParticipants 59
- GAParticipants 204
- Ifab Corp$3.8MNCParticipants 372
- SCParticipants 189
- NCParticipants 493
Top client states
- NC9 plans
- GA2 plans
- SC2 plans
- CA1 plan
- VA1 plan
Frequently asked questions
- Who uses Maxus Plan Solutions?
- 15 retirement plans list Maxus Plan Solutions as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Hillco, Ltd., Flagship Oral Surgery Partners, LLC, Virginia Cancer Specialists, P.C., Southminster, Inc. and Force Management Holdings, LLC. Most client plans are sponsored in NC, GA and SC.
- How many plans does Maxus Plan Solutions serve?
- Maxus Plan Solutions serves 15 retirement plans with $205M in plan assets and 10,574 participants, based on the latest Form 5500 filings through 2024.
- What does Maxus Plan Solutions charge?
- Plans reported $167K in total Schedule C compensation paid to Maxus Plan Solutions. The median plan paid $8K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Maxus Plan Solutions as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
| Capital Group | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.