Monica Compton signed Data AXLE, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Data AXLE, Inc.'s EIN is 47-0751545.
Download the official 2024 Form 5500 (PDF) for Data AXLE, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Data AXLE, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | OTHER | $38K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Growth OPP Z Mutual fund | Mutual Funds | — | — | $33.0M | 14.5% | |
| STATE STREET SP 500 INDEX CLASS K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $30.8M | 13.6% | |
| NEUBERGER BERMAN LARGE CAP VALUE (G WILMINGTON TRUST · EIN 38-7264545 / PN 708 | Common Collective Trust | — | — | $16.9M | 7.4% | |
| T. ROWE PRICE 2030 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $16.0M | 7.1% | |
| T. ROWE PRICE 2035 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $14.4M | 6.3% | |
| T. ROWE PRICE 2040 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.1M | 5.3% | |
| BLF FedFund Money market funds | Cash / Money Market | — | $9.1M | $9.1M | 4.0% | |
| T. ROWE PRICE 2050 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.4M | 3.7% | |
| T. ROWE PRICE 2025 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.3M | 3.7% | |
| T. ROWE PRICE 2045 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $7.8M | 3.5% | |
| COLUMBIA TRUST TOTAL RETURN BOND FU AMERIPRISE TRUST COMPANY · EIN 87-1770315 / PN 108 | Common Collective Trust | — | — | $7.7M | 3.4% | |
| Goldman Sachs GQG Partners Inst Mutual fund | Other securities | — | — | $7.1M | 3.1% | |
| T. Rowe Price Small Cap Stock I Mutual fund | Mutual Funds | — | $7.9M | $6.7M | 2.9% | |
| T. ROWE PRICE 2010 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $5.1M | 2.3% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $4.9M | 2.2% | |
| Royce Small-Cap Opportunity INS Mutual fund | Other securities | — | — | $4.8M | 2.1% | |
| T. Rowe Price Mid Cap Growth I Mutual fund | Other securities | — | — | $4.1M | 1.8% | |
| Invesco Developing Markets Fund R6 Mutual fund | Mutual Funds | — | — | $3.9M | 1.7% | |
| T. ROWE PRICE 2020 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.7% | |
| T. ROWE PRICE 2055 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.6% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $3.5M | 1.6% | |
| Various Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $3.5M | 1.5% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $3.5M | $3.5M | 1.5% | |
| JP Morgan Mid Cap Val Fund R6 Mutual fund | Other securities | — | — | $3.3M | 1.5% | |
| T. ROWE PRICE 2060 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| Vanguard Growth Index Fund Mutual fund | Common Collective Trusts | — | — | $1.6M | 0.7% | |
| Notes receivable from participants* Various maturity dates through 2034, interest rates ranging between 4.25% to 9.50% | Bonds / Notes | — | — | $1.3M | 0.6% | |
| LOAN FUND LOANS | Other securities | — | $1.3M | $1.3M | 0.6% | |
| Cohen & Steers Real Estate CL Z Mutual fund | Other securities | — | — | $848K | 0.4% | |
| Blackrock International I Mutual fund | Other securities | — | — | $663K | 0.3% | |
| T. ROWE PRICE 2065 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $580K | 0.3% | |
| T. ROWE PRICE 2015 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $565K | 0.2% | |
| T. ROWE PRICE 2005 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $217K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $7K | $7K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $1K | $1K | <0.1% | |
| PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $34 | <0.1% |
