Plan Snapshot
- Plan Sponsor: Apixio Holdings, LLC
- Sponsor EIN: 460788940
- Sponsor Address: 1850 GATEWAY DRIVE, SAN MATEO, CA, 94404
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 288 | $16.7M | $1.6M | $3.3M |
| 2023 | 311 | $9.9M | $800,547 | $1.6M |
| 2022 | 88 | $2.5M | $277,785 | $536,138 |
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 |
|---|---|---|---|---|
| LBMC, PC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC. — 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 | $90,599 | $1,602 | $88,297 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |