AXIS Specialty U.S. Services, Inc. 401(k) Plan

The AXIS Specialty U.S. Services, Inc. 401(k) on its latest Form 5500

AXIS Specialty U.S. Services, Inc. (EIN 41-2030082) reports AXIS SPECIALTY U.S. SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $401.7M in plan assets across 928 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 AXIS Specialty U.S. Services, Inc. filing — schedules, fees, and providers.

Who runs the AXIS Specialty U.S. Services, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AXIS Specialty U.S. Services, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.

How to check your AXIS Specialty U.S. Services, Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask AXIS Specialty U.S. Services, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).