Plan Snapshot
- Plan Sponsor: Axiscare Health Logistics, INC.
- Sponsor EIN: 141852712
- Sponsor Address: PO BOX 1366, DORADO, PR, 006461366
- Plan Type: DC
- Total Participants: 219
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 219 | $3.4M | $142,565 | $270,169 |
| 2023 | 212 | $2.7M | $141,138 | $256,190 |
| 2022 | 194 | $2.0M | $139,004 | $209,491 |
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 |
|---|---|---|---|---|
| AQUINO, DE CORDOVA, LLC | 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 | $22,792 | $10,226 | $12,566 | — | — |
| 2023 | $17,289 | $7,708 | $9,581 | — | — |
| 2022 | $18,526 | — | $18,526 | — | — |