# Axogen Corporation 401(k) Plan
Source: https://planprovider.pro/companies/axogen-corporation-401k-plan

> Axogen Corporation's 401(k) plan: 448 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/eisneramper-llp) — AUDITOR

- [EISNERAMPER, LLC](https://planprovider.pro/provider/eisneramper-llp) — 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|

## Similar Plans

- [Treace Medical Concepts INC](https://planprovider.pro/companies/treace-medical-concepts-inc-401k-plan) — 479 participants

- [Trividia Health, INC.](https://planprovider.pro/companies/trividia-health-inc-401k-plan) — 403 participants

- [Gaumard Scientific Company INC.](https://planprovider.pro/companies/gaumard-scientific-401k-plan) — 495 participants

- [Conmed Corporation](https://planprovider.pro/companies/conmed-corporation-plan-004) — 383 participants

- [Bolton Medical INC.](https://planprovider.pro/companies/bolton-medical-inc-401k-plan) — 553 participants

- [Exactech, INC.](https://planprovider.pro/companies/exactech-inc-401k-plan) — 557 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/axogen-corporation-401k-plan)

© 2026 PlanProvider.Pro