# Axiom Bank 401(k) Plan
Source: https://planprovider.pro/companies/axiom-bank-401k-plan

> Axiom Bank's 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Axiom Bank

- **Sponsor EIN:** 591008568

- **Sponsor Address:** 258 SOUTHHALL LANE 3RD FLOOR, MAITLAND, FL, 327517449

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

- **Total Participants:** 128

- **Total Assets:** $8.6M

## 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|128|$8.6M|$449,561|$1.0M|

| 2023|127|$8.0M|$554,098|$1.1M|

| 2022|135|$6.0M|$417,352|$823,330|

## 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|

| SAGEVIEW ADVISORY GROUP LLC|INVESTMENT/FINANCIAL ADVI|$41,373|—|$41,373|

| ADP, INC.|RECORD KEEPER|$5,400|—|$5,400|

| MCDIRMIT DAVIS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MCDIRMIT DAVIS](https://planprovider.pro/provider/mcdirmit-davis-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,773

- **Estimated Expense Ratio:** 0.545% 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|$46,773|$41,373|—|—|—|

| 2023|$15,984|$3,186|—|—|—|

| 2022|$30,657|—|—|—|—|

## Similar Plans

- [Banco De Sabadell, S.A.](https://planprovider.pro/companies/banco-de-sabadell-s-a-401k-plan) — 316 participants

- [Crews Bank & Trust](https://planprovider.pro/companies/wauchula-state-bank-401k-plan) — 371 participants

- [Banco Do Brasil](https://planprovider.pro/companies/banco-do-brasil-401k-plan) — 423 participants

- [Ocean Bank](https://planprovider.pro/companies/ocean-bank-401k-plan) — 672 participants

- [Amerant Bank, N.A.](https://planprovider.pro/companies/amerant-bank-n-a-401k-plan) — 720 participants

- [City National Bank Of Florida](https://planprovider.pro/companies/city-national-bank-of-florida-401k-plan) — 977 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/axiom-bank-401k-plan)

© 2026 PlanProvider.Pro