Plan Snapshot
- Plan Sponsor: Axis Community Health, INC.
- Sponsor EIN: 942232394
- Sponsor Address: 5925 W. LAS POSITAS BLVD., PLEASANTON, CA, 94588
- Plan Type: 403(b)
- Total Participants: 228
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 228 | $11.9M | $357,219 | $1.2M |
| 2023 | 197 | $9.6M | $327,175 | $1.1M |
| 2022 | 191 | $6.9M | $295,778 | $951,448 |
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 |
|---|---|---|---|---|
| JOHANSON & YAU ACCOUNTANCY CORP | 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 |
|---|---|---|---|---|---|
| 2024 | $53,291 | $1,000 | $51,841 | — | — |
| 2023 | $65,293 | $401 | $36,522 | — | — |
| 2022 | $36,682 | — | $36,682 | — | — |