Original filing (PDF)20251010142343NAL0007861569001

AXIS Global Systems LLC DBA AXIS Global Logistics

Name: AXIS Global Systems LLC DBA AXIS Global Logistics — Form 5500 Plan 001 (2024)
Creator: AXIS Global Systems LLC DBA AXIS Global Logistics
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AXIS Global Logistics 401(k) Plan

401(k) retirement plan · AXIS Global Systems LLC DBA AXIS Global Logistics' AXIS Global Logistics 401(k) Plan held $4.4M in plan assets for 188 participants in 2024, with Principal as recordkeeper.

Active participants

188

Accounts w/ balance

153

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Geraldine Casale signed AXIS Global Systems LLC DBA AXIS Global Logistics' 2024 Form 5500 as plan administrator.

Geraldine Casale — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AXIS Global Systems LLC DBA AXIS Global Logistics' EIN is 13-3957893.

EIN 13-3957893

Plan number 001

Plan year 2024

ACK ID 20251010142343NAL0007861569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AXIS Global Systems LLC DBA AXIS Global Logistics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AXIS Global Systems LLC DBA AXIS Global Logistics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIS GLOBAL SYSTEMS LLC DBA AXIS GLOBAL LOGISTICS.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

AXIS GLOBAL SYSTEMS LLC DBA AXIS GLOBAL LOGISTICS

EIN

all filings

Address

343 MURRAY HILL PARKWAY · EAST RUTHERFORD, NJ · 070732110

Phone

(718) 906-2891

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$0	—

Investments

28 direct securities· $4.4M(100% of reported assets)

Mutual Funds

$2.5M

14 holdings

Common Collective Trusts

$1.3M

9 holdings

Other securities

$574K

4 holdings

Common Stocks

$98K

1 holding

					% of plan
Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$524K	11.9%
Vanguard Balanced Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$510K	11.6%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$379K	8.6%
T. Rowe Price Blue Chip Growth Fund I Class Mutual Fund	Other securities	—	—	$302K	6.9%
Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$298K	6.8%
Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$267K	6.1%
Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$230K	5.2%
Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$204K	4.6%
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$196K	4.5%
Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$195K	4.4%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Mutual Fund	Other securities	—	—	$167K	3.8%
Fidelity Advisor International Growth Fund Class Z Mutual Fund	Mutual Funds	—	—	$165K	3.8%
Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$160K	3.6%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$146K	3.3%
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$130K	3.0%
T. Rowe Price Value Fund Inc. Mutual Fund ** 936 T. Rowe Price Dividend Growth Fund I Class Mutual Fund	Common Stocks	—	—	$98K	2.2%
Vanguard Intenational Value Fund Mutual Fund ** 148 *Principal Guaranteed Option Guaranteed Option	Mutual Funds	—	—	$76K	1.7%
Fidelity Freedom Index 2020 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$61K	1.4%
due through 2029 -0-	Other securities	—	—	$57K	1.3%
Fidelity Advisor Total Bond Class Z Mutual Fund	Mutual Funds	—	—	$48K	1.1%
T. Rowe Price Small-Cap Value Fund I Class Mutual Fund	Other securities	—	—	$48K	1.1%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$32K	0.7%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$32K	0.7%
Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$26K	0.6%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$13K	0.3%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$13K	0.3%
Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$8K	0.2%
Fidelity Freedom Index 2010 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$5K	0.1%