Plan Snapshot
- Plan Sponsor: Automox, INC.
- Sponsor EIN: 473845439
- Sponsor Address: 4845 PEARL EAST CIR. STE 118, BOULDER, CO, 80301
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $11.8M
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 | 290 | $11.8M | $473,234 | $2.2M |
| 2023 | 332 | $8.8M | $594,515 | $2.4M |
| 2022 | 215 | $5.8M | $628,777 | $3.0M |
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 |
|---|---|---|---|---|
| AVEO CAPITAL | SERVICE PROVIDER | — | $24,151 | $24,151 |
| FUTUREPLAN | SERVICE PROVIDER | $10,423 | — | $10,423 |
| EXPAND FINANCIAL | SERVICE PROVIDER | $8,516 | — | $8,516 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUTUREPLAN — SERVICE PROVIDER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,090
- Estimated Expense Ratio: 0.364% 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 | $30,077 | — | $30,077 | — | — |
| 2023 | $15,064 | — | $15,064 | — | — |
| 2022 | $17,312 | — | $17,312 | — | — |