# Axiologic Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/axiologic-solutions-llc-401k-plan

> Axiologic Solutions, LLC&#39;s 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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