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Original filing (PDF)20250908172033NAL0032939760001
AXIOLOGIC SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
AXIOLOGIC SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
184
Accounts w/ balance
309
Plan assets (EOY)
$39.1M
Net assets (EOY)
$39.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
33 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 AXIOLOGIC SOLUTIONS, LLC.
Plan sponsor
Name
AXIOLOGIC SOLUTIONS, LLC
EIN
27-0146877
Address
8280 WILLOW OAKS CORPORATE DRIVE · SUITE 450 · FAIRFAX, VA · 22031
Phone
(703) 922-5500
Industry
Engineering Services· 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
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
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
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $114K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE SECURITIES | 59-2730348 | — | OTHER SERVICES | $0 | — |
| COASTAL PENSION SERVICES INC | 52-1053785 | — | OTHER SERVICES | $0 | — |
Investments
18 direct securities · 15 pooled funds· $38.5M(99% 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.
Common Collective Trust
$25.1M
13 holdings
Uncategorized
$11.2M
18 holdings
Pooled Separate Account
$2.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.5M | 11.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.4M | 11.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.9M | 10.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.7M | 9.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.1M | 8.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.0M | 7.7% | |
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $2.5M | 6.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.1M | 5.3% | |
| Vanguard Equity-Income Fund Mutual Fund NR | — | — | — | $1.4M | 3.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract NR | — | — | — | $1.0M | 2.7% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund NR | — | — | — | $722K | 1.8% | |
| Fidelity International Index Fund Mutual Fund NR | — | — | — | $711K | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $691K | 1.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $689K | 1.8% | |
| BlackRock High Yield Bond Fund Mutual Fund NR | — | — | — | $681K | 1.7% | |
| Fidelity US Bond Index Fund Mutual Fund NR | — | — | — | $595K | 1.5% | |
| Pioneer International Equity Fund Mutual Fund NR | — | — | — | $546K | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | — | — | — | $541K | 1.4% | |
| Victory Sycamore Established Value Fund Mutual Fund NR | — | — | — | $448K | 1.1% | |
| Invesco Small Cap Growth Fund Mutual Fund NR | — | — | — | $426K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $389K | 1.0% | |
| American Century Small Cap Value Fund Mutual Fund NR | — | — | — | $285K | 0.7% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $191K | 0.5% | |
| Various with interest * Participant loans ranging from 4.25% to 9.50% - | — | — | — | $191K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $141K | 0.4% | |
| Fidelity Inflation-Protection Bond Index Fund Mutual Fund NR | — | — | — | $125K | 0.3% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $119K | 0.3% | |
| JP Morgan Core Bond Fund Mutual Fund NR | — | — | — | $95K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $20K | <0.1% | |
| AB Global Bond Fund Mutual Fund NR | — | — | — | $18K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $6K | <0.1% |
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