Transaxle LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Transaxle LLC
  • Sponsor EIN: 205357782
  • Sponsor Address: 2501 ROUTE 73 SOUTH, CINNAMINSON, NJ, 08077
  • Plan Type: 401(k)
  • Total Participants: 212
  • Total Assets: $9.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024212$9.6M$0$273,001
2023239$9.3M$0$334,497
2022252$9.5M$60,000$359,972

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
IMA ADVISORY SERVICES INCINVESTMENT ADVISOR$18,889$18,889
TRANSAXLE LLC DBA TRANSAXLE CORP TRINVESTMENT ADVISOR$13,559$13,559
EMPOWER ANNUITY INSURANCE COMPANY ORECORDKEEPER$7,989$7,989
PRICEKUBECKA PLLCAuditor$0

Plan Fees & Expenses

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

  • Total Service Provider Fees: $40,437
  • Estimated Expense Ratio: 0.419% 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$40,437$32,448
2023$3,356$1,094
2022

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