# Axtella, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bd-ops-llc-401k-plan

> Axtella, LLC&#39;s 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Axtella, LLC

- **Sponsor EIN:** 383627552

- **Sponsor Address:** 300 PARKLAND PLAZA, ANN ARBOR, MI, 48103

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

- **Total Participants:** 146

- **Total Assets:** $16.1M

## 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|146|$16.1M|$472,634|$1.1M|

| 2023|145|$13.6M|$461,969|$1.0M|

| 2022|146|$11.8M|$441,131|$918,520|

## 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|

| RSM U.S. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RSM U.S. LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$14,091|$2,512|$11,579|—|—|

| 2023|$5,632|$1,621|$4,011|—|—|

| 2022|$4,408|$2,096|$2,312|—|—|

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