Plan Snapshot
- Plan Sponsor: Axiom Construction & Consulting, LLC
- Sponsor EIN: 752974255
- Sponsor Address: 1841 FRONT ST STE A, LYNDEN, WA, 98264
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $9.7M
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 | 188 | $9.7M | $422,552 | $813,195 |
| 2023 | 192 | $7.3M | $368,648 | $737,387 |
| 2022 | 177 | $5.4M | $393,410 | $766,245 |
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 |
|---|---|---|---|---|
| SHAREBUILDER ADVISOR LLC | Other Service Provider | $29,206 | — | $29,206 |
| ASCENSUS LLC | Other Service Provider | $9,587 | $6,882 | $16,469 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,675
- Estimated Expense Ratio: 0.473% 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 | $38,794 | $29,206 | $9,588 | — | — |
| 2023 | $28,827 | — | $7,972 | — | — |
| 2022 | $26,206 | — | $26,206 | — | — |