Plan Snapshot
- Plan Sponsor: Anixter INC.
- Sponsor EIN: 362361285
- Sponsor Address: 2301 PATRIOT BLVD, GLENVIEW, IL, 600268020
- Plan Type: DB
- Plan Number: 010
- Total Participants: 295
- Total Assets: $178.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 295 | $178.0M | $0 | $0 |
| 2022 | 1,832 | $284.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERCER | Recordkeeper | $1,547,580 | — | $1,547,580 |
| WILLIS TOWERS WATSON DELAWARE INC | Actuary | $680,509 | — | $680,509 |
| BANK OF NEW YORK | Custodian / Trustee | $317,455 | — | $317,455 |
| STATE STREET | Investment Advisor | $36,817 | — | $36,817 |
| K&L GATES LLP | ERISA Attorney | $28,645 | — | $28,645 |
| MITCHELL & TITUS, LLP | Auditor | $19,500 | — | $19,500 |
| BLACK ROCK INSTITUTIONAL TRUST | Investment Advisor | $8,902 | — | $8,902 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- K&L GATES LLP — ERISA Attorney
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,639,408
- Estimated Expense Ratio: 1.482% 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 |
|---|---|---|---|---|---|
| 2023 | $3,043,856 | $45,976 | $1,592,503 | $19,500 | — |
| 2022 | $1,880,103 | $121,038 | $539,352 | — | $673,979 |