# Axley Brynelson, LLP 401(k) Plan
Source: https://planprovider.pro/companies/axley-brynelson-llp-plan-002

> Axley Brynelson, LLP's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Axley Brynelson, LLP

- **Sponsor EIN:** 390804160

- **Sponsor Address:** 2 EAST MIFFLIN STREET, SUITE 200, MADISON, WI, 53703

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

- **Total Participants:** 114

- **Total Assets:** $92.0M

## 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|114|$92.0M|$1.9M|$1.4M|

| 2023|108|$82.3M|$1.8M|$1.3M|

| 2022|96|$73.7M|$1.7M|$1.3M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$10,042|—|$10,042|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,042

- **Estimated Expense Ratio:** 0.011% 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|$82,918|$20,625|$52,251|$10,042|—|

| 2023|$58,109|$22,191|$29,671|$6,247|—|

| 2022|$91,914|$27,459|$58,285|—|$6,170|

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