Plan Snapshot
- Plan Sponsor: Axle Informatics, LLC
- Sponsor EIN: 721533966
- Sponsor Address: 6116 EXECUTIVE BOULEVARD, SUITE 400, NORTH BETHESDA, MD, 20852
- Plan Type: 401(k)
- Total Participants: 759
- Total Assets: $36.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 759 | $36.3M | $2.7M | $5.3M |
| 2023 | 548 | $24.4M | $2.1M | $4.3M |
| 2022 | 448 | $14.8M | $1.7M | $3.4M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN 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 | $29,538 | $11,579 | $300 | — | — |
| 2023 | $13,439 | $9,808 | — | — | — |
| 2022 | $18,206 | $3,889 | — | — | — |