Plan Snapshot
- Plan Sponsor: Co-Ax Technology
- Sponsor EIN: 341756086
- Sponsor Address: 30301 EMERALD VALLEY PARKWAY, SOLON, OH, 44139
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $4.9M
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 | 181 | $4.9M | $459,284 | $264,935 |
| 2023 | 179 | $5.1M | $249,265 | $425,081 |
| 2022 | 177 | $4.0M | $229,687 | $371,364 |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES, INC. — 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 | $5,311 | — | $5,311 | — | — |
| 2023 | $2,811 | — | $2,811 | — | — |
| 2022 | $2,062 | — | $2,062 | — | — |