Plan Snapshot
- Plan Sponsor: Axion Logistics, LLC
- Sponsor EIN: 760689009
- Sponsor Address: 1475 E. SAM HOUSTON PKWY SOUTH, PASADENA, TX, 77503
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $2.2M
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 | 372 | $2.2M | $0 | $241,581 |
| 2023 | 346 | $1.8M | $0 | $269,878 |
| 2022 | 342 | $1.4M | $0 | $324,100 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $25,120 | $415 | $2,465 | — | — |
| 2023 | $23,916 | — | $23,916 | — | — |
| 2022 | $7,599 | — | $7,599 | — | — |