# Axxess Consult, INC. 401(k) Plan
Source: https://planprovider.pro/companies/axxess-consult-inc-401k-plan

> Axxess Consult, INC.'s 401(k) plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/northwestern-mutual) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS, LLP](https://planprovider.pro/provider/forvis-mazars-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|—|—|—|—|

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