Back to filter
Original filing (PDF)20250912093101NAL0002278226001
AXCET HR SOLUTIONS
Form 5500
FILING_RECEIVED
AXCET HR SOLUTIONS M/E 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,186
Accounts w/ balance
1,352
Plan assets (EOY)
$97.6M
Net assets (EOY)
$97.6M
How this plan invests
This plan
8 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 74 bps in Schedule C fees — 361% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXCET HR SOLUTIONS.
Plan sponsor
Name
AXCET HR SOLUTIONS
EIN
48-1102958
Address
10975 GRANDVIEW DRIVE, SUITE 200 · OVERLAND PARK, KS · 66210
Phone
(800) 543-4015
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYHART | 35-0966414 | — | NONE | $630K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | NONE | $90K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
25 direct securities · 8 pooled funds· $95.7M(98% 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
$78.3M
24 holdings
Common Collective Trust
$10.7M
8 holdings
Mutual Funds
$6.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund | — | — | — | $15.1M | 15.5% | |
| American Funds Service Company Target Date Retirement 2030 Fund | — | — | — | $9.0M | 9.2% | |
| American Funds Service Company Target Date Retirement 2045 Fund | — | — | — | $7.1M | 7.3% | |
| American Funds Service Company 2040 Target Date Retirement Fund | Mutual Funds | — | — | $6.8M | 6.9% | |
| American Funds Service Company Target Date Retirement 2050 Fund | — | — | — | $6.6M | 6.7% | |
| American Funds Service Company Target Date Retirement 2035 Fund | — | — | — | $6.1M | 6.2% | |
| American Funds Service Company Target Date Retirement 2025 Fund | — | — | — | $3.8M | 3.9% | |
| American Funds Service Company 2060 Target Date Retirement Fund | — | — | — | $3.6M | 3.7% | |
| Fidelity Mid Cap Index | — | — | — | $3.6M | 3.6% | |
| LARGE CAP GROWTH FUND III WILMINGTON TRUST, N.A. · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.6% | |
| Charles Schwab Small Cap Index Select Fund | — | — | — | $3.3M | 3.4% | |
| LARGE CAP VALUE FUND WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.2M | 3.3% | |
| Baird Aggregate Bond Institutional Fund | — | — | — | $3.0M | 3.1% | |
| American Funds Service Company 2055 Target Date Retirement Fund | — | — | — | $2.8M | 2.9% | |
| American Funds Service Company Target Date Retirement 2020 Fund | — | — | — | $2.8M | 2.8% | |
| American Funds Service Company New Perspective Fund | — | — | — | $2.0M | 2.1% | |
| Charles Schwab International Index Fund | — | — | — | $1.9M | 2.0% | |
| Money Market Deposit Account * Charles Schwab Trust Bank Schwab Bank Savings | — | — | — | $1.6M | 1.7% | |
| American Funds Service Company New World R6 | — | — | — | $1.4M | 1.5% | |
| MID CAP VALUE FUND WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| SMALL CAP VALUE FUND II WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| DFA Real Estate Securities Fund | — | — | — | $1.1M | 1.1% | |
| MID CAP GROWTH FUND II CL R1 WILMINGTON TRUST, N.A. · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $923K | 0.9% | |
| T. Rowe Price Personal Strategic Moderate Growth Allocation Fund | — | — | — | $916K | 0.9% | |
| DFA World Ex US Targeted | — | — | — | $866K | 0.9% | |
| SMALL CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $649K | 0.7% | |
| American Funds Service Company Capital World Bond Fund | — | — | — | $582K | 0.6% | |
| American Funds Service Company Target Date Retirement 2015 Fund | — | — | — | $437K | 0.4% | |
| T. Rowe Price Personal Strategic Moderate Allocation Fund | — | — | — | $260K | 0.3% | |
| T. Rowe Price Personal Strategic Conservative Allocation Fund | — | — | — | $241K | 0.2% | |
| American Funds Service Company Target Date Retirement 2010 Fund | — | — | — | $135K | 0.1% | |
| GALLIARD STABLE RETURN FUND WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $7K | <0.1% | |
| MID CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using NYHART
COOPERATIVE PENSION / SAVINGS BOARD
COOPERATIVE SAVINGS PLAN
$455.5M · 4,519 participants
COOPERATIVE PENSION / SAVINGS BOARD
COOPERATIVE PENSION PLAN
$229.2M · 2,374 participants
REID HOSPITAL & HEALTH CARE SERVICES, INC.
REID HOSPITAL & HEALTH CARE SERVICES 403(B) DEFINED CONTRIBUTION PLAN
$214.1M · 3,178 participants
NIBE ENERGY SYSTEMS, INC.
NIBE USA 401(K) RETIREMENT PLAN
$157.4M · 2,859 participants
GRAY MEDIA
GRAY TELEVISION, INC. RETIREMENT PLAN
$112.8M · 648 participants
BD OF TRUSTEES - INDIANA PIPE TRADES DFND CONT PENSION PLAN
INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN
$91.8M · 1,459 participants
Similar-size Admin Support & Waste Mgmt plans
TRUEBLUE, INC.
TRUEBLUE, INC. 401(K) PLAN
$95.6M · 6,935 participants
CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR
SYNCHRONYHR RETIREMENT SAVINGS PLAN
$95.5M · 3,313 participants
XMT SERVICES, INC.
XCEL HR 401(K) PLAN
$92.8M · 1,551 participants
SYSTEM ONE HOLDINGS, LLC
SYSTEM ONE HOLDINGS, LLC 401(K) SAVINGS PLAN
$103.7M · 8,326 participants
EMPLOYMENT SERVICES, INC.
401(K) RETIREMENT & SAVINGS PLAN
$103.9M · 1,210 participants
EMPLOVA, LLC
EMPLOVA 401(K) RETIREMENT SAVINGS PLAN
$90.4M · 726 participants
Large plans in Kansas
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
$13.4B
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED BENEFIT MASTER TRUST
$6.1B
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
$4.3B · 11,749 participants
PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
$3.6B · 1,366 participants
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
$3.4B · 11,911 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants