Plan Snapshot
- Plan Sponsor: Daxko, LLC
- Sponsor EIN: 631262193
- Sponsor Address: 600 UNIVERSITY PARK PL STE 500, BIRMINGHAM, AL, 352098813
- Plan Type: 401(k)
- Total Participants: 579
- Total Assets: $42.6M
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 | 579 | $42.6M | $1.5M | $4.0M |
| 2023 | 581 | $34.8M | $1.5M | $4.0M |
| 2022 | 650 | $26.8M | $1.3M | $3.8M |
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 |
|---|---|---|---|---|
| BLACK & PINCKARD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACK & PINCKARD, LLC — 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 | $236,367 | $144,297 | — | — | — |
| 2023 | $171,770 | $90,512 | — | — | — |
| 2022 | $121,610 | — | — | — | — |