Axiologic Solutions, LLC's EIN is 27-0146877.
Download the official 2024 Form 5500 (PDF) for Axiologic Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axiologic Solutions, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE SECURITIES | 59-2730348 | — | OTHER SERVICES | $0 | — |
| COASTAL PENSION SERVICES INC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-1053785 |
| — |
| OTHER SERVICES |
| $0 |
| — |
| PI | % 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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Stable Value | — | — | $1.0M | 2.7% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund NR | Other securities | — | — | $722K | 1.8% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $711K | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $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 | Other securities | — | — | $681K | 1.7% | |
| Fidelity US Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $595K | 1.5% | |
| Pioneer International Equity Fund Mutual Fund NR | Other securities | — | — | $546K | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $541K | 1.4% | |
| Victory Sycamore Established Value Fund Mutual Fund NR | Other securities | — | — | $448K | 1.1% | |
| Invesco Small Cap Growth Fund Mutual Fund NR | Mutual Funds | — | — | $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 | Other securities | — | — | $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% - | Bonds / Notes | — | — | $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 | Common Collective Trusts | — | — | $125K | 0.3% | |
| American Funds New World Fund Mutual Fund NR | Mutual Funds | — | — | $119K | 0.3% | |
| JP Morgan Core Bond Fund Mutual Fund NR | Other securities | — | — | $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 | Other securities | — | — | $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% |
