Plan Snapshot
- Plan Sponsor: Axxess Consult, INC.
- Sponsor EIN: 320200143
- Sponsor Address: 16000 N DALLAS PARKWAY, DALLAS, TX, 75248
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 314 | $15.2M | $860,706 | $2.0M |
| 2023 | 334 | $11.3M | $762,306 | $1.8M |
| 2022 | 314 | $6.4M | $599,115 | $1.5M |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | ADVISOR | $26,830 | — | $26,830 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $20,132 | — | $20,132 |
| FORVIS, LLP | ACCOUNTANT | $12,365 | — | $12,365 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MGMT CO — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,327
- Estimated Expense Ratio: 0.389% 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 | $59,328 | $26,830 | — | — | — |
| 2023 | $14,844 | — | — | — | — |
| 2022 | $12,694 | — | — | — | — |