Plan Snapshot
- Plan Sponsor: Axiom Resource Management, INC.
- Sponsor EIN: 521828936
- Sponsor Address: 2941 FAIRVIEW PARK DRIVE, FALLS CHURCH, VA, 22042
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $29.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 131 | $29.8M | $143,907 | $1.4M |
| 2023 | 154 | $26.6M | $170,164 | $1.5M |
| 2022 | 200 | $22.4M | $165,171 | $1.4M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $60,181 | — | $60,181 |
| GALLAGHER BENEFIT SERVICES | Investment Advisor | $42,414 | — | $42,414 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- GALLAGHER BENEFIT SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,595
- Estimated Expense Ratio: 0.344% 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 | $102,596 | $53,216 | — | — | — |
| 2023 | $93,436 | $39,210 | — | — | — |
| 2022 | $87,271 | — | — | — | — |