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Original filing (PDF)20251008075214NAL0013215506001
AXLE LOGISTICS, LLC
Form 5500
FILING_RECEIVED
AXLE LOGISTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
488
Accounts w/ balance
490
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom Index 2060 Instl Prem Mutual Fund" is 30% of plan.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXLE LOGISTICS, LLC.
Plan sponsor
Name
AXLE LOGISTICS, LLC
EIN
45-3721728
Address
835 N CENTRAL ST · KNOXVILLE, TN · 37917
Phone
(865) 583-8205
Industry
Transportation & Warehousingsee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
PUGH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RATHER & KITTRELL INC | — | KNOXVILLE, TN | INVESTMENT ADVISOR | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TENNESSEE PENSION ADMINISTRATORS | — | KNOXVILLE, TN | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE INC | 62-1291257 | — | NONE | $887 | — |
Investments
23 direct securities· $14.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | — | — | — | $4.3M | 30.0% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | — | — | — | $2.5M | 17.7% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | — | — | — | $2.4M | 16.4% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Fund | — | — | — | $1.8M | 12.4% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.0M | 7.1% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $587K | 4.1% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund | — | — | — | $558K | 3.9% | |
| Fidelity International Index Mutual Fund | — | — | — | $234K | 1.6% | |
| Fidelity Mid Cap Growth Index Mutual Fund | — | — | — | $179K | 1.3% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | — | — | — | $149K | 1.0% | |
| DFA US Small Cap Growth Instl Mutual Fund | — | — | — | $127K | 0.9% | |
| DFA US Large Cap Value I Mutual Fund | — | — | — | $114K | 0.8% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $57K | 0.4% | |
| DFA U.S. Vector Equity I Mutual Fund ** 962 Fidelity Mid Cap Index Mutual Fund | — | — | — | $53K | 0.4% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $49K | 0.3% | |
| iShares Russell Small/Mid-Cap Index K Mutual Fund | — | — | — | $46K | 0.3% | |
| Empower Investments Fixed Account - Series Class I Group Annuity Contract | — | — | — | $43K | 0.3% | |
| DFA Emerging Markets I Mutual Fund | — | — | — | $39K | 0.3% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund | — | — | — | $36K | 0.2% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund | — | — | — | $15K | 0.1% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $14K | <0.1% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | — | $3K | <0.1% |