# Audax Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/audax-management-company-llc-401k-plan-001

> Audax Management Company, LLC's 401(k) plan: 447 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Audax Management Company, LLC

- **Sponsor EIN:** 923915555

- **Sponsor Address:** 101 HUNTINGTON AVENUE, BOSTON, MA, 02199

- **Plan Type:** 401(k)

- **Total Participants:** 447

- **Total Assets:** $80.4M

## 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|447|$80.4M|$834,983|$7.0M|

| 2023|402|$62.6M|$646,634|$6.4M|

## 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|

| GALLAGHER FIDUCIARY ADVISORS LLC|ADVISOR|$71,418|—|$71,418|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$64,174|—|$64,174|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $135,592

- **Estimated Expense Ratio:** 0.169% 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|$135,592|$71,418|—|—|—|

| 2023|$116,804|$62,584|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/audax-management-company-llc-401k-plan-001)

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