Plan Snapshot
- Plan Sponsor: Axiom Technology, INC. Usa Dba Axiomtek
- Sponsor EIN: 954369798
- Sponsor Address: 18138 ROWLAND STREET, CITY OF INDUSTRY, CA, 91748
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 121 | $12.4M | $266,933 | $1.0M |
| 2023 | 121 | $10.7M | $232,029 | $791,066 |
| 2022 | 113 | $8.9M | $227,899 | $740,548 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
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 | $61,074 | $27,806 | $20,808 | — | — |
| 2023 | $36,632 | $10,249 | $25,483 | — | — |
| 2022 | $13,674 | $13,037 | $112 | — | — |