Plan Snapshot
- Plan Sponsor: Axiom Division 7, INC
- Sponsor EIN: 261489962
- Sponsor Address: PO BOX 71, LYNDEN, WA, 98264
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $4.7M
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 | 207 | $4.7M | $301,071 | $526,186 |
| 2023 | 189 | $3.5M | $240,882 | $456,696 |
| 2022 | 171 | $2.5M | $248,291 | $447,470 |
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 |
|---|---|---|---|---|
| LARSON GROSS ASSURANCE, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $25,012 | $17,308 | $7,704 | — | — |
| 2023 | $16,466 | — | $4,650 | — | — |
| 2022 | $12,640 | — | $12,640 | — | — |