Plan Snapshot
- Plan Sponsor: Axa Group Operations Americas INC.
- Sponsor EIN: 834180385
- Sponsor Address: 3 WEST 35TH STREET, 11TH FLOOR, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $149.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 175 | $149.4M | $4.1M | $4.4M |
| 2022 | 247 | $119.5M | $3.9M | $3.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 |
|---|---|---|---|---|---|
| 2023 | $124,496 | $76,944 | $22,573 | — | — |
| 2022 | $96,639 | $23,338 | — | — | $25,073 |