Plan Snapshot
- Plan Sponsor: Axle Logistics, LLC
- Sponsor EIN: 453721728
- Sponsor Address: 835 N CENTRAL ST, KNOXVILLE, TN, 37917
- Plan Type: 401(k)
- Total Participants: 488
- Total Assets: $14.3M
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 | 488 | $14.3M | $1.6M | $2.6M |
| 2023 | 423 | $9.4M | $1.2M | $1.9M |
| 2022 | 298 | $4.9M | $979,802 | $1.6M |
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 |
|---|---|---|---|---|
| PUGH & COMPANY | 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 | $1,492 | — | $1,492 | — | — |
| 2023 | $2,078 | — | $1,614 | — | — |
| 2022 | $2,352 | — | $2,045 | — | $307 |