What public Form 5500 filings show about the AXA Investment Managers US Inc. 401(k) plan — and how to find and check your own account.
AXA Investment Managers US Inc. (EIN 13-4045673) reports AXA INVESTMENT MANAGERS US RETIREMENT 401(K) PLAN on its most recent Form 5500, with $126.4M in plan assets across 169 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full AXA Investment Managers US Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AXA Investment Managers US Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGE ADVISORY GROUP, CBIZ CPAS P C, CHARLES SCHWAB & CO.
