# Axiom Global INC. DC Plan
Source: https://planprovider.pro/companies/axiom-global-inc-plan-001

> Axiom Global INC.'s DC plan: 2,550 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Axiom Global INC.

- **Sponsor EIN:** 134099840

- **Sponsor Address:** 33 WEST MONROE STREET SUITE 200, CHICAGO, IL, 60603

- **Plan Type:** DC

- **Total Participants:** 2,550

- **Total Assets:** $114.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|2,550|$114.4M|$1.7M|$14.3M|

| 2023|1,750|$92.9M|$1.4M|$14.7M|

| 2022|1,748|$71.8M|$890,958|$13.0M|

## 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|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$113,512|—|$113,512|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$106,329|—|$106,329|

| MOSS ADAMS LLP|ACCOUNTANT/AUDITOR|$25,200|—|$25,200|

| BAKER TILLY US, LLP|Auditor|$25,200|—|$25,200|

### Verified Provider Profiles

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

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $270,241

- **Estimated Expense Ratio:** 0.236% 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|$245,041|$113,512|—|$25,200|—|

| 2023|$224,287|$109,610|—|$27,755|—|

| 2022|-$18,968|—|—|—|—|

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