Plan Snapshot
- Plan Sponsor: Axiologic Solutions, LLC
- Sponsor EIN: 270146877
- Sponsor Address: 8280 WILLOW OAKS CORPORATE DRIVE, FAIRFAX, VA, 22031
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $39.1M
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 | 184 | $39.1M | $1.6M | $3.0M |
| 2023 | 211 | $34.8M | $1.9M | $3.4M |
| 2022 | 223 | $23.9M | $2.2M | $3.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $113,662 | — | $113,662 |
| SIGNATURE ESTATE SECURITIES | OTHER SERVICES | — | $68,742 | $68,742 |
| COASTAL PENSION SERVICES INC | OTHER SERVICES | — | $16,464 | $16,464 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,868
- Estimated Expense Ratio: 0.509% 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 | $113,662 | — | $113,662 | — | — |
| 2023 | $105,282 | — | $105,282 | — | — |
| 2022 | $82,294 | — | $82,294 | — | — |