Plan Ledger DOL Form 5500 · updated monthly

Axiom Global Inc.401(k)

AXIOM GLOBAL INC. 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Axiom Global Inc. reported $245,041 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $648 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.27% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 504th-largest of 3,702 plans among Illinois employers on file, and the 1,332nd of 11,654 in professional & technical services. In 2024, employees put in $8.65 for every $1.00 the employer contributed; active participation has grown from 1,748 to 2,550 since 2022.

Plan summary
Net assets, end of year$114,424,139
Participants with balances1,599
Active participants2,550
Employer contributions$1,653,635
Employee contributions$14,308,814
Employer contribution per active participant$648
Average account balance$71,560
Benefits paid to participants$12,478,871
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$114.4M · 1,599 accts · $1.7M emplr
2023$92.9M · 1,456 accts · $1.4M emplr
2022$71.8M · 1,409 accts · $891K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,329
Investment management$113,512
Audit (IQPA)$25,200
Total administrative$245,041
The Axiom Global Inc. 401(k) match · 2024
Employer contribution per active participant$648
Median for plans this size$3,635
2024$648 per active participant
2023$804 per active participant
2022$510 per active participant

Axiom Global Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$113,512
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$106,329
MOSS ADAMS LLP · Accounting / audit$25,200

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$245,041 · 0.24%
2023$224,287 · 0.27%
2022Not separately reported
Same employer
Similar plansProfessional & Technical Services · Illinois
Hanson Group, Inc. IL$132.6M · 0.15%
Halo Branded Solutions, Inc. IL$131.4M · 0.21%
Simmons Hanly Conroy LLP IL$126.9M · 0.06%
Sprout Social, Inc. IL$113.5M · 0.15%
Johnson & Bell, LTD. IL$109.9M · 0.15%
Iit Research Institute IL$107.6M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 134099840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.