Plan Snapshot
- Plan Sponsor: Axiom Properties, INC.
- Sponsor EIN: 363430541
- Sponsor Address: 100 TRI STATE INTERNATIONAL DRIVE, LINCOLNSHIRE, IL, 60069
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 176
- Total Assets: $13.4M
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. |
|---|---|---|---|---|
| 2025 | 176 | $13.4M | $0 | $0 |
| 2024 | 145 | $10.8M | $350,758 | $594,489 |
| 2023 | 143 | $8.9M | $317,710 | $535,573 |
| 2022 | 126 | $7.0M | $274,510 | $470,355 |
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 |
|---|---|---|---|---|
| DUFEK & COMPANY, LLC | 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 |
|---|---|---|---|---|---|
| 2025 | $329,699 | $3,023 | $58,222 | — | — |
| 2024 | $56,554 | $2,474 | $49,930 | — | — |
| 2023 | $54,983 | $1,889 | $44,362 | — | — |
| 2022 | $42,606 | $1,345 | $38,115 | — | $3,146 |