Back to filter
Original filing (PDF)20251007165311NAL0002833507001
AXIS INNOVATIONS, LLC DBA EVERLIGHTS
Form 5500-SF
FILING_RECEIVED
AXIS INNOVATIONS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
38
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXIS INNOVATIONS, LLC DBA EVERLIGHTS.
Plan sponsor
Name
AXIS INNOVATIONS, LLC DBA EVERLIGHTS
EIN
47-1267009
Address
31 S 1550 W #116 · LINDON, UT · 84042
Phone
(385) 233-0220
Industry
Retail Tradesee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
VICTORY 2020, LLC
VICTORY 2020, LLC RETIREMENT PLAN
$1.7M · 57 participants
GOULET PEN COMPANY LLC
GOULET PEN COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 25 participants
BULBS.COM, INC.
BULBS.COM 401(K) PLAN
$1.7M · 36 participants
SHAVING PROPHETS, INC.
SHAVING PROPHETS, INC 401(K) PLAN
$1.7M · 3 participants
FRONT ROW SEATS, LLC
FRONT ROW SEATS, LLC CASH BALANCE PLAN
$1.7M · 4 participants
F J D CORP
F J D CORP 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 7 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants
