Plan Snapshot
- Plan Sponsor: Axel Johnson INC.
- Sponsor EIN: 061600707
- Sponsor Address: 1 LANDMARK SQUARE, STE 407, STAMFORD, CT, 069013530
- Plan Type: DB
- Total Participants: 87
- Total Assets: $78.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 87 | $78.7M | $3.0M | $0 |
| 2023 | 94 | $80.3M | $2.5M | $0 |
| 2022 | 99 | $77.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $28,134 | — | $28,134 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,134
- Estimated Expense Ratio: 0.036% 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 | $1,648,663 | $175,553 | — | $28,134 | — |
| 2023 | $1,568,135 | $145,030 | — | $27,215 | — |
| 2022 | $1,539,838 | $186,817 | — | — | $81,418 |