Retirement plan

AXCIENT 401(K) AND PROFIT SHARING PLAN

Name: EFOLDER, INC. - AXCIENT 401(K) AND PROFIT SHARING PLAN (2023) Form 5500
Creator: EFOLDER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AXCIENT 401(K) AND PROFIT SHARING PLAN, EFOLDER, INC.

EFOLDER, INC.EIN 47-0897323Plan #001PY 2023

707 17TH STREET, SUITE 3900 - DENVER, CO 80202678-487-9093

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.7M

+26.8% from 2022

Total participants

192

-9.4% from 2022

Average account balance

$42,652

+36.6% from 2022

Annual return

19.45%

+19.63 pp from 2022

Benchmarks

See 6,231 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,231 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$17,591
MASSACHUSETTS MUTUAL LIFE INS. CO.5 years Filed as: MML INVESTORS SERVICES LLC Service code 15 · EIN 04-2746212	Recordkeeping	$16,600
ADP BROKER-DEALER4 years Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$34K

$251 / participant

Other / not subdivided$34K100.0%

% of EOY assets

0.443%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JOHNSON O'CONNOR FERON &CARUCCI LLP
Auditor EIN: 203985546
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,652

$91,439-53.4%

$135,974-68.6%

$71,511-40.4%

Participation rate

91.9%

75.7%+16.3pp

81.9%+10.0pp

67.9%+24.0pp

Annual return

19.45%

29.90%-10.4pp

68.30%-48.9pp

28.86%-9.4pp

Employer contribution / active EE

$3,705-100.0%

$4,859-100.0%

$2,589-100.0%

Participant deferral / active EE

$7,354

$7,093+3.7%

$7,760-5.2%

$4,291+71.4%

Admin fee / account holder

$189

$1,267-85.1%

$10,767-98.2%

$1,588-88.1%

Provider

Service type

Compensation

ADP BROKER-DEALER3 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$17,591

MASSACHUSETTS MUTUAL LIFE INS. CO.5 years

Filed as: MML INVESTORS SERVICES LLC

Service code 15 · EIN 04-2746212

Recordkeeping

$16,600

ADP BROKER-DEALER4 years

Service code 59

Shareholder Servicing

AXCIENT 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AXCIENT 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion