Plan Snapshot
- Plan Sponsor: Auxo Investment Partners, LLC
- Sponsor EIN: 813994795
- Sponsor Address: 38 COMMERCE AVE. SW, GRAND RAPIDS, MI, 49503
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 280 | $21.6M | $875,841 | $1.7M |
| 2023 | 225 | $17.4M | $1.1M | $1.4M |
| 2022 | 79 | $16.9M | $156,104 | $265,084 |
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 |
|---|---|---|---|---|
| D.K. WEISS, HOLT & ASSOCIATES, PLLC | Auditor | — | — | $0 |
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 | $107,867 | $49,314 | — | — | — |
| 2023 | $87,580 | $43,109 | — | — | — |
| 2022 | — | — | — | — | — |