Maxus Plan Solutions, Inc.
Charlotte, NC
Maxus Plan Solutions, Inc. of Charlotte, NC is the broker of record on 19 Form 5500 Schedule A filings covering 18 employer benefit plans across 8 states, with $14,931 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Maxus Plan Solutions, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Manning & Kass, Ellrod, Ramirez, Trester LLP | CA | 219 | 2024-12-31 |
| Synergic Healthcare Solutions, LLC | FL | 212 | 2024-12-31 |
| Incast Asset Management, Inc. | CA | 195 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.