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Original filing (PDF)20251015124236NAL0002425763001
AXTELLA, LLC
Form 5500
FILING_RECEIVED
AXTELLA, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
146
Accounts w/ balance
168
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
38 pooled trusts
Schedule D
66 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.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXTELLA, LLC.
Plan sponsor
Name
AXTELLA, LLC
EIN
38-3627552
Address
300 PARKLAND PLAZA · ANN ARBOR, MI · 48103
Phone
(734) 663-1611
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM U.S. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $2K | — |
Investments
29 direct securities · 38 pooled funds· $16.0M(100% 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
$10.9M
37 holdings
Uncategorized
$5.1M
29 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CALLAN GLIDEPATH 2060 MO GREAT GRAY TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $2.0M | 12.2% | |
| CALLAN GLIDEPATH RET INC MO GREAT GRAY TRUST · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $827K | 5.1% | |
| CALLAN GLIDEPATH 2040 MO GREAT GRAY TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $796K | 5.0% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $776K | 4.8% | |
| DIRECTIONS 3 - MODERATE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 243 | Common Collective Trust | — | — | $641K | 4.0% | |
| Franklin Growth R6 Franklin 0 | — | — | — | $584K | 3.6% | |
| Harbor Capital Appreciation Ret Harbor 0 | — | — | — | $566K | 3.5% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | — | — | — | $566K | 3.5% | |
| CALLAN GLIDEPATH 2030 MO GREAT GRAY TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $510K | 3.2% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $456K | 2.8% | |
| CALLAN GLIDEPATH 2045 MO GREAT GRAY TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $369K | 2.3% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $344K | 2.1% | |
| STATE STREET RETI RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $310K | 1.9% | |
| CALLAN GLIDEPATH 2055 MO GREAT GRAY TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $299K | 1.9% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | — | — | — | $270K | 1.7% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $269K | 1.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $261K | 1.6% | |
| Invesco Global R6 Invesco 0 | — | — | — | $260K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $256K | 1.6% | |
| DIRECTIONS 4 - MODERATELY AGGRESSIV HAND BENEFITS & TRUST · EIN 74-2008758 / PN 244 | Common Collective Trust | — | — | $256K | 1.6% | |
| DIRECTIONS 5 - AGGRESSIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 245 | Common Collective Trust | — | — | $253K | 1.6% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $251K | 1.6% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $236K | 1.5% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $235K | 1.5% | |
| DIRECTIONS 1 - CONSERVATIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 241 | Common Collective Trust | — | — | $218K | 1.4% | |
| MFS Value R6 MFS 0 | — | — | — | $217K | 1.4% | |
| STATE STREET RET RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $201K | 1.3% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $197K | 1.2% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $179K | 1.1% | |
| MFS International Growth R6 MFS 0 | — | — | — | $176K | 1.1% | |
| STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $168K | 1.0% | |
| STATE STREET RET RIGHT TARGET 2060 STATE STREET RUSS SM CAP IND SECS LND II · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $167K | 1.0% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | — | — | — | $166K | 1.0% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | — | — | — | $165K | 1.0% | |
| CALLAN GLIDEPATH 2050 MO GREAT GRAY TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $162K | 1.0% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $160K | 1.0% | |
| STATE STREET EMERGING MKT IND SL II HAND BENEFITS & TRUST · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $155K | 1.0% | |
| BlackRock Total Return K BlackRock 0 | — | — | — | $146K | 0.9% | |
| AB Discovery Value Z Alliance Bernstein 0 | — | — | — | $131K | 0.8% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $128K | 0.8% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $127K | 0.8% | |
| STATE STREET INTL IND SECS LENDING HAND BENEFITS & TRUST · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $105K | 0.7% | |
| CALLAN GLIDEPATH 2065 MO GREAT GRAY TRUST · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $103K | 0.6% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $102K | 0.6% | |
| Hartford Schroders Intl MultCap Val SDR Hartford 0 | — | — | — | $102K | 0.6% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $99K | 0.6% | |
| William Blair Small-Mid Cap Growth R6 William Blair 0 | — | — | — | $99K | 0.6% | |
| STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $98K | 0.6% | |
| STATE STREET RUSS SM CAP GR IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $97K | 0.6% | |
| T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 | — | — | — | $94K | 0.6% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $93K | 0.6% | |
| CALLAN GLIDEPATH 2035 MO GREAT GRAY TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $90K | 0.6% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $89K | 0.6% | |
| CALLAN GLIDEPATH 2020 MO GREAT GRAY TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $80K | 0.5% | |
| Allspring Emerging Markets Equity R6 Allspring 0 | — | — | — | $61K | 0.4% | |
| DIRECTIONS 2 - MODERATELY CONSERVAT HAND BENEFITS & TRUST · EIN 74-2008758 / PN 242 | Common Collective Trust | — | — | $52K | 0.3% | |
| T. Rowe Price Spect Mod Grw Alloc I T. Rowe Price 0 | — | — | — | $42K | 0.3% | |
| CALLAN GLIDEPATH 2025 MO GREAT GRAY TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $34K | 0.2% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $33K | 0.2% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $32K | 0.2% | |
| AB Global Bond Z Alliance Bernstein 0 | — | — | — | $30K | 0.2% | |
| ClearBridge Small Cap Growth IS Legg Mason 0 | — | — | — | $29K | 0.2% | |
| T. Rowe Price Spectrum Cons Alloc I T. Rowe Price 0 | — | — | — | $20K | 0.1% | |
| Causeway International Value Instl Causeway 0 | — | — | — | $8K | <0.1% | |
| STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 74-2008758 / PN 228 | Common Collective Trust | — | — | $5K | <0.1% | |
| Boston Trust Midcap Boston Trust 0 | — | — | — | $4K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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