Brandon Rydell signed Axtella, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Axtella, LLC's EIN is 38-3627552.
Download the official 2024 Form 5500 (PDF) for Axtella, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axtella, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Mutual Funds | — | — | $584K | 3.6% | |
| Harbor Capital Appreciation Ret Harbor 0 | Other securities | — | — | $566K | 3.5% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | Other securities | — | — | $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 | Other securities | — | — | $270K | 1.7% | |
| Vanguard U.S. Growth Adm Vanguard 0 | Mutual Funds | — | — | $269K | 1.7% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $261K | 1.6% | |
| Invesco Global R6 Invesco 0 | Mutual Funds | — | — | $260K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | — | $166K | 1.0% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | Other securities | — | — | $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 | Other securities | — | — | $146K | 0.9% | |
| AB Discovery Value Z Alliance Bernstein 0 | Other securities | — | — | $131K | 0.8% | |
| Vanguard Global Equity Inv Vanguard 0 | Mutual Funds | — | — | $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 | Other securities | — | — | $102K | 0.6% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $99K | 0.6% | |
| William Blair Small-Mid Cap Growth R6 William Blair 0 | Other securities | — | — | $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 | Other securities | — | — | $94K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
