Richard HOWE signed Axiom Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Axiom Systems, Inc.'s EIN is 23-2841822.
Download the official 2024 Form 5500 (PDF) for Axiom Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axiom Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD, CO | INVESTMENT MGMT | $30K | — |
| EMPOWER ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $22.1M | 92.8% | |
| BLEND SELCT TRST 2030 1 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| BLEND SELCT TRST 2035 1 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.1M | 4.5% | |
| BLEND SELCT TRST 2040 1 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $777K | 3.3% | |
| BLEND SELCT TRST 2045 1 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $757K | 3.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $559K | 2.3% | |
| BLEND SELCT TRST 2025 1 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $503K | 2.1% | |
| BLEND SELCT TRST 2055 1 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $126K | 0.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $111K | 0.5% | |
| BLEND SELCT TRST 2050 1 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $103K | 0.4% | |
| BLEND SELCT TRST 2060 1 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $96K | 0.4% | |
| BLEND SELCT TRST 2065 1 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $38K | 0.2% | |
| BLEND SELCT TRST 2020 1 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $593 | <0.1% |
| — |
| SAN RAFAEL, CA |
| BROKERAGE SERVICE |
| $39K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIGLOBAL PENSION PLANNING, INC. | — | FAIRFAX, VA | CONTRACT ADMIN | $525 | — |
