Plan Snapshot
- Plan Sponsor: Axes Physical Therapy
- Sponsor EIN: 475528571
- Sponsor Address: 647 SPIRIT AIRPARK WEST DRIVE, CHESTERFIELD, MO, 63005
- Plan Type: DC
- Total Participants: 232
- Total Assets: $6.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 232 | $6.0M | $338,723 | $765,714 |
| 2023 | 193 | $4.3M | $304,063 | $647,269 |
| 2022 | 159 | $2.8M | $235,892 | $505,277 |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | Investment Advisor | — | $9,018 | $9,018 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WELLS FARGO CLEARING SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,018
- Estimated Expense Ratio: 0.151% 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 | $36,083 | $1,975 | $34,008 | — | — |
| 2023 | $13,443 | — | — | — | — |
| 2022 | $5,147 | — | — | — | — |