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Original filing (PDF)20251010142343NAL0007861569001
AXIS GLOBAL SYSTEMS LLC DBA AXIS GLOBAL LOGISTICS
Form 5500
FILING_RECEIVED
AXIS GLOBAL LOGISTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
188
Accounts w/ balance
153
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXIS GLOBAL SYSTEMS LLC DBA AXIS GLOBAL LOGISTICS.
Plan sponsor
Name
AXIS GLOBAL SYSTEMS LLC DBA AXIS GLOBAL LOGISTICS
EIN
13-3957893
Address
343 MURRAY HILL PARKWAY · EAST RUTHERFORD, NJ · 070732110
Phone
(718) 906-2891
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRENDEL BROWN & WEISSMAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
Investments
28 direct securities· $4.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund | — | — | — | $524K | 11.9% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | — | — | — | $510K | 11.6% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | — | — | — | $379K | 8.6% | |
| T. Rowe Price Blue Chip Growth Fund I Class Mutual Fund | — | — | — | $302K | 6.9% | |
| Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund | — | — | — | $298K | 6.8% | |
| Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund | — | — | — | $267K | 6.1% | |
| Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund | — | — | — | $230K | 5.2% | |
| Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund | — | — | — | $204K | 4.6% | |
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | — | — | — | $196K | 4.5% | |
| Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund | — | — | — | $195K | 4.4% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Mutual Fund | — | — | — | $167K | 3.8% | |
| Fidelity Advisor International Growth Fund Class Z Mutual Fund | — | — | — | $165K | 3.8% | |
| Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund | — | — | — | $160K | 3.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $146K | 3.3% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $130K | 3.0% | |
| T. Rowe Price Value Fund Inc. Mutual Fund ** 936 T. Rowe Price Dividend Growth Fund I Class Mutual Fund | — | — | — | $98K | 2.2% | |
| Vanguard Intenational Value Fund Mutual Fund ** 148 *Principal Guaranteed Option Guaranteed Option | — | — | — | $76K | 1.7% | |
| Fidelity Freedom Index 2020 Fund Investor Class Mutual Fund | — | — | — | $61K | 1.4% | |
| due through 2029 -0- | — | — | — | $57K | 1.3% | |
| Fidelity Advisor Total Bond Class Z Mutual Fund | — | — | — | $48K | 1.1% | |
| T. Rowe Price Small-Cap Value Fund I Class Mutual Fund | — | — | — | $48K | 1.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $32K | 0.7% | |
| Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund | — | — | — | $32K | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $26K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $13K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $13K | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $8K | 0.2% | |
| Fidelity Freedom Index 2010 Fund Investor Class Mutual Fund | — | — | — | $5K | 0.1% |
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