Plan Snapshot
- Plan Sponsor: Axogen Corporation
- Sponsor EIN: 550805988
- Sponsor Address: 111 W OAK AVENUE SUITE 500, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 448
- Total Assets: $37.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 448 | $37.6M | $1.6M | $3.9M |
| 2023 | 431 | $30.5M | $1.5M | $3.7M |
| 2022 | 386 | $24.6M | $1.4M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $63,666 | — | $63,666 |
| RJL PENSION SERVICES INC | CONTRACT ADMIN | $18,841 | $13,136 | $31,977 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | INVESTMENT ADVISOR | $29,974 | — | $29,974 |
| EISNERAMPER LLP | AUDITOR | $24,045 | — | $24,045 |
| EISNERAMPER, LLC | Auditor | $24,045 | — | $24,045 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — AUDITOR
- EISNERAMPER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,707
- Estimated Expense Ratio: 0.462% 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 | $140,565 | $34,469 | $18,385 | $24,045 | — |
| 2023 | $167,511 | $35,334 | $48,622 | $17,010 | — |
| 2022 | $91,086 | — | $75,030 | — | $16,056 |