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Original filing (PDF)20251013142400NAL0000712995001
SIXAXIS, LLC
Form 5500
FILING_RECEIVED
SIXAXIS, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
426
Accounts w/ balance
488
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Mutual Fund" is 29% of plan.
- 53 bps in Schedule C fees — 84% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIXAXIS, LLC.
Plan sponsor
Name
SIXAXIS, LLC
EIN
45-4607633
Address
219 SAFETY AVE · ANDREWS, SC · 29510
Phone
(843) 461-2239
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $45K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
24 direct securities · 2 pooled funds· $19.9M(97% 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.
Uncategorized
$17.6M
24 holdings
Common Collective Trust
$2.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $5.7M | 27.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 9.1% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund | — | — | — | $1.4M | 6.8% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | — | — | — | $1.3M | 6.1% | |
| Fidelity Advisor Total Bond K6 Mutual Fund | — | — | — | $1.2M | 5.9% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund | — | — | — | $1.2M | 5.7% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.1M | 5.1% | |
| Fidelity Advisor International Cap App Z Mutual Fund | — | — | — | $838K | 4.1% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | — | — | — | $585K | 2.8% | |
| Fidelity Global Ex US Index Mutual Fund | — | — | — | $584K | 2.8% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund | — | — | — | $494K | 2.4% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund | — | — | — | $451K | 2.2% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | — | — | — | $443K | 2.2% | |
| AB US LARGE CAP GROWTH CIT FEE CLAS GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $432K | 2.1% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Fund | — | — | — | $426K | 2.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $404K | 2.0% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $389K | 1.9% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | — | — | — | $368K | 1.8% | |
| MFS Value R6 Mutual Fund | — | — | — | $364K | 1.8% | |
| Fidelity Real Estate Index Institutional Mutual Fund | — | — | — | $99K | 0.5% | |
| American Funds New World R6 Mutual Fund | — | — | — | $79K | 0.4% | |
| Lord Abbett Bond Debenture R6 Mutual Fund | — | — | — | $62K | 0.3% | |
| American Century Small Cap Value R6 Mutual Fund | — | — | — | $61K | 0.3% | |
| Janus Henderson Triton N Mutual Fund | — | — | — | $41K | 0.2% | |
| Fidelity Freedom Index 2020 Instl Prem Mutual Fund | — | — | — | $29K | 0.1% | |
| Fidelity Freedom Index Inc Instl Prem Mutual Fund | — | — | — | $7K | <0.1% |
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