Plan Snapshot
- Plan Sponsor: 5th Axis INC
- Sponsor EIN: 383753385
- Sponsor Address: 7140 ENGINEER RD, SAN DIEGO, CA, 92111
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 230 | $2.5M | $195,559 | $457,082 |
| 2023 | 175 | $1.6M | $172,691 | $343,053 |
| 2022 | 152 | $855,040 | $146,753 | $334,804 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $116,615 | — | $6,401 | — | — |
| 2023 | $138,824 | — | $7,586 | — | — |
| 2022 | $6,745 | $73 | — | — | — |