Plan Snapshot
- Plan Sponsor: Doxim, INC.
- Sponsor EIN: 813162418
- Sponsor Address: 2200 PRODUCTION DRIVE, INDIANAPOLIS, IN, 46241
- Plan Type: 401(k)
- Total Participants: 488
- Total Assets: $26.1M
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 | 488 | $26.1M | $994,359 | $2.2M |
| 2023 | 514 | $25.0M | $928,629 | $2.0M |
| 2022 | 560 | $21.2M | $998,799 | $2.2M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | INVESTMENT/FINANCIAL ADVI | $79,812 | — | $79,812 |
| ADP, INC. | RECORD KEEPER | $19,837 | — | $19,837 |
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- KATZ SAPPER & MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,649
- Estimated Expense Ratio: 0.381% 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 | $99,650 | $79,812 | — | — | — |
| 2023 | $79,884 | $68,185 | — | — | — |
| 2022 | $77,603 | — | — | — | — |