Plan Snapshot
- Plan Sponsor: Axelgaard Manufacturing Co., Ltd.
- Sponsor EIN: 330162267
- Sponsor Address: 520 INDUSTRIAL WAY, FALLBROOK, CA, 92028
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $12.6M
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 | 112 | $12.6M | $162,168 | $520,656 |
| 2023 | 109 | $10.9M | $167,337 | $540,240 |
| 2022 | 133 | $8.8M | $156,524 | $503,723 |
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 |
|---|---|---|---|---|
| MILLER, KAPLAN & ARASE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER, KAPLAN & ARASE, LLP — Auditor
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 | $8,130 | $8,449 | — | — | — |
| 2023 | $4,934 | $5,665 | — | — | — |
| 2022 | $6,983 | $3,664 | — | — | — |