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Original filing (PDF)20251013090631NAL0000402883001
AXEL JOHNSON INC.
Form 5500
FILING_RECEIVED
AXEL JOHNSON INC. THRIFT AND DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
871
Accounts w/ balance
1,247
Plan assets (EOY)
$195.3M
Net assets (EOY)
$195.3M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXEL JOHNSON INC..
Plan sponsor
Name
AXEL JOHNSON INC.
EIN
06-1600707
Address
1 LANDMARK SQUARE, STE 407 · STAMFORD, CT · 06901
Phone
(646) 291-2445
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $108K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $38K | — |
| NEPC LLC | 26-1429809 | — | NONE | $9K | — |
Investments
21 direct securities · 1 pooled fund· $190.6M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$181.6M
21 holdings
Common Collective Trust
$9.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market Fund Registered investment company 31 * Vanguard Institutional Index Fund Inst'l Shares Registered investment company | — | — | — | $36.6M | 18.7% | |
| Vanguard PRIMECAP Fund Admiral Shares Registered investment company | — | — | — | $20.3M | 10.4% | |
| T Rowe Price Institutional Sm. Cap Stock Fund: Inst'l Cl Registered investment company | — | — | — | $12.2M | 6.2% | |
| Vanguard Target Retirement 2035 Fund Registered investment company | — | — | — | $11.9M | 6.1% | |
| Vanguard Target Retirement 2030 Fund Registered investment company | — | — | — | $11.8M | 6.0% | |
| Vanguard Target Retirement 2040 Fund Registered investment company | — | — | — | $11.1M | 5.7% | |
| Vanguard Extended Market Index Fund: Inst'l Shares Registered investment company | — | — | — | $11.0M | 5.7% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr Registered investment company | — | — | — | $10.5M | 5.4% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $9.0M | 4.6% | |
| Vanguard Target Retirement 2045 Fund Registered investment company | — | — | — | $8.5M | 4.3% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Registered investment company | — | — | — | $8.0M | 4.1% | |
| Vanguard Target Retirement 2025 Fund Registered investment company | — | — | — | $7.8M | 4.0% | |
| Vanguard Target Retirement 2050 Fund Registered investment company | — | — | — | $6.1M | 3.1% | |
| Vanguard Target Retirement 2055 Fund Registered investment company | — | — | — | $5.9M | 3.0% | |
| Vanguard Target Retirement 2020 Fund Registered investment company | — | — | — | $4.6M | 2.3% | |
| Vanguard Target Retirement 2060 Fund Registered investment company | — | — | — | $4.2M | 2.1% | |
| PIMCO Income Fund; Institutional Class Registered investment company | — | — | — | $3.0M | 1.5% | |
| PIMCO All Asset Fund - Institutional Shares Registered investment company | — | — | — | $2.6M | 1.3% | |
| Vanguard Target Retirement 2065 Fund Registered investment company | — | — | — | $2.4M | 1.2% | |
| Vanguard Target Retirement Income Registered investment company | — | — | — | $2.2M | 1.1% | |
| Participant loans maturing through 2034 | — | — | — | $1.1M | 0.5% | |
| Vanguard Target Retirement 2070 Fund Registered investment company | — | — | — | $6K | <0.1% |