# Axis Specialty U.S. Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/axis-specialty-u-s-services-inc-401k-plan

> Axis Specialty U.S. Services, INC.'s 401(k) plan: 928 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Axis Specialty U.S. Services, INC.

- **Sponsor EIN:** 412030082

- **Sponsor Address:** 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036

- **Plan Type:** 401(k)

- **Total Participants:** 928

- **Total Assets:** $401.7M

## 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|928|$401.7M|$16.2M|$14.2M|

| 2023|1,059|$357.8M|$16.0M|$13.9M|

| 2022|1,017|$305.6M|$14.7M|$13.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$44,377|—|$44,377|

| STRATEGIC ADVISORS, INC.|ADVISOR|$40,891|—|$40,891|

| DELOITTE & TOUCHE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DELOITTE & TOUCHE](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $85,268

- **Estimated Expense Ratio:** 0.021% 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|$85,268|$40,891|—|—|—|

| 2023|$74,201|$25,872|—|—|—|

| 2022|-$5,612|$15,215|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/axis-specialty-u-s-services-inc-401k-plan)

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