Danny LY signed AXIS Specialty U.S. Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AXIS Specialty U.S. Services, Inc.'s EIN is 41-2030082.
Download the official 2024 Form 5500 (PDF) for AXIS Specialty U.S. Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AXIS Specialty U.S. Services, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AC IN RETIRE TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $98.0M | 24.4% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $52.9M | 13.2% | |
| Fidelity FID OTC K6 1,286,859 | Mutual Funds | — | — | $33.3M | 8.3% | |
| Fidelity FID TOTAL MKT IDX 164,157 | Common Collective Trusts | — | — | $26.5M | 6.6% | |
| Fidelity FID PURITAN K6 1,617,841 | Mutual Funds | — | — | $26.2M | 6.5% | |
| Fidelity FID LG CAP GR IDX 485,982 | Common Collective Trusts | — | — | $19.0M | 4.7% | |
| American Century AC RD 2030 TR XXII 1,329,198 | Other securities | — | — | $15.9M | 4.0% | |
| American Century AC RD 2045 TR XXII 1,165,889 | Other securities | — | — | $14.6M | 3.6% | |
| American Century AC RD 2040 TR XXII 1,121,874 | Other securities | — | — | $13.8M | 3.4% | |
| American Century AC RD 2035 TR XXII 1,047,130 | Other securities | — | — | $12.7M | 3.2% | |
| American Century AC RD 2050 TR XXII 920,407 | Other securities | — | — | $11.7M | 2.9% | |
| Fidelity FID LOW-PRICED ST K6 780,769 | Mutual Funds | — | — | $11.4M | 2.8% | |
| Vanguard VANG VALUE IDX ADM 167,823 | Common Collective Trusts | — | — | $11.1M | 2.8% | |
| T Rowe Price TRP DIV GROWTH I 140,829 | Mutual Funds | — | — | $10.8M | 2.7% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $10.6M | 2.6% | |
| Fidelity FID MID CAP STOCK K6 671,440 | Mutual Funds | — | — | $10.6M | 2.6% | |
| American Century AC RD 2025 TR XXII 797,276 | Other securities | — | — | $9.4M | 2.3% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $9.4M | 2.3% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $9.3M | 2.3% | |
| American Century AC RD 2055 TR XXII 609,869 | Other securities | — | — | $7.9M | 2.0% | |
| ClearBridge CB INTL GRTH IS 109,204 | Other securities | — | — | $7.1M | 1.8% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $6.8M | 1.7% | |
| Fidelity FID EXTD MKT IDX 71,869 | Common Collective Trusts | — | — | $6.5M | 1.6% | |
| American Century AC IN RETIRE TR XXII 537,791 | Other securities | — | — | $6.3M | 1.6% | |
| Fidelity FID INTL INDEX 132,968 | Mutual Funds | — | — | $6.3M | 1.6% | |
| Calvert CALV SH DUR INC R6 400,731 | Common Stocks | — | — | $6.3M | 1.6% | |
| Fidelity FID US BOND IDX 605,979 | Common Collective Trusts | — | — | $6.2M | 1.5% | |
| Calvert SMALL CAP R6 151,855 | Other securities | — | — | $5.6M | 1.4% | |
| American Funds AF NEW PERSPECT R6 86,005 | Mutual Funds | — | — | $5.3M | 1.3% | |
| American Century AC RD 2060 TR XXII 399,349 | Other securities | — | — | $5.2M | 1.3% | |
| Neuberger Berman NB SM CP GR TR R 486,444 | Other securities | — | — | $4.8M | 1.2% | |
| NB SM CP GR TR R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $4.8M | 1.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $4.4M | 1.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.1M | 0.8% | |
| LZD EMRG MKTS EQ ADV GREAT GRAY TRUST COMPANY, LLC · EIN 86-1758580 / PN 674 | Common Collective Trust | — | — | $2.9M | 0.7% | |
| PIONEER MS FX INC GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $2.7M | 0.7% | |
| Fidelity FID SM CAP IDX 77,275 | Common Collective Trusts | — | — | $2.1M | 0.5% | |
| Various participants Participant loans (maturing 2025–2034 at interest rate of 4.25%–9.50%) | Bonds / Notes | — | — | $2.1M | 0.5% | |
| American Century AC RD 2065 TR XXII 40,780 | Other securities | — | — | $531K | 0.1% | |
| Fidelity FID EMRG MKTS IDX 26,104 | Common Collective Trusts | — | — | $273K | <0.1% | |
| Fidelity FID GOVT MMKT 144,780 | Mutual Funds | — | — | $145K | <0.1% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
