# Axens North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/axens-north-america-inc-401k-plan

> Axens North America, INC.'s 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Axens North America, INC.

- **Sponsor EIN:** 133529567

- **Sponsor Address:** 13501 KATY FREEWAY, SUITE 3800, HOUSTON, TX, 77079

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

- **Total Participants:** 240

- **Total Assets:** $67.5M

## 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|240|$67.5M|$2.0M|$2.9M|

| 2023|239|$58.9M|$1.9M|$2.7M|

| 2022|214|$50.2M|$1.7M|$2.4M|

## 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|

| GALLAGHER FIDUCIARY ADVISORS, LLC|INVESTMENT ADVISOR|$75,839|—|$75,839|

| SENTINEL BENEFITS GROUP, LLC|CONTRACT ADMIN|$11,509|—|$11,509|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $87,348

- **Estimated Expense Ratio:** 0.129% 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|$84,895|—|—|—|—|

| 2023|$86,916|—|—|—|—|

| 2022|$184,651|$176,006|$7,025|—|$1,620|

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