Plan Snapshot
- Plan Sponsor: Axis Residential, LLC
- Sponsor EIN: 862048471
- Sponsor Address: 120 W. CATALDO AVENUE, SUITE 100, SPOKANE, WA, 992013211
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $2.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $2.1M | $401,533 | $486,118 |
| 2023 | 130 | $1.5M | $275,719 | $318,440 |
| 2022 | 122 | $640,632 | $230,108 | $261,231 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, 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 | $4,246 | $4,246 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,816 | — | $1,816 | — | — |