# Automox, INC. 401(k) Plan
Source: https://planprovider.pro/companies/automox-inc-401k-plan

> Automox, INC.'s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ascensus-llc) — SERVICE PROVIDER

- [BAKER TILLY US, LLP](https://planprovider.pro/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|—|—|

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