Plan Snapshot
- Plan Sponsor: Aixtron, INC.
- Sponsor EIN: 942790804
- Sponsor Address: 1700 WYATT DRIVE SUITE 15, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 55 | $15.0M | $180,684 | $617,131 |
| 2023 | 46 | $13.3M | $143,537 | $445,043 |
| 2022 | 34 | $11.5M | $109,028 | $334,262 |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY | Auditor | $8,266 | — | $8,266 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,266
- Estimated Expense Ratio: 0.055% of plan assets
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 | $48,948 | $20,931 | $4,600 | $8,266 | — |
| 2023 | $49,867 | $18,070 | $16,774 | $15,015 | — |
| 2022 | $58,587 | $18,931 | $17,530 | — | $14,333 |