# Axcess Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/axcess-financial-services-inc-401k-plan

> Axcess Financial Services, INC.'s 401(k) plan: 1,109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Axcess Financial Services, INC.

- **Sponsor EIN:** 311485652

- **Sponsor Address:** 7755 MONTGOMERY ROAD, CINCINNATI, OH, 45236

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

- **Total Participants:** 1,109

- **Total Assets:** $51.8M

## 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|1,109|$51.8M|$1.8M|$3.5M|

| 2023|781|$46.0M|$1.2M|$3.0M|

| 2022|772|$38.0M|$1.5M|$3.2M|

## 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|

| T ROWE PRICE RPS INC|NONE|$157,527|—|$157,527|

| USI ADVISORS INC|NONE|$45,000|—|$45,000|

| CLARK SCHAEFER HACKETT & CO.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $202,527

- **Estimated Expense Ratio:** 0.391% 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|$202,660|$22,500|—|—|—|

| 2023|$176,113|$22,500|—|—|—|

| 2022|$171,830|$45,000|—|—|—|

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