Jennifer Haines signed Axiom Resource Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Axiom Resource Management, Inc.'s EIN is 52-1828936.
Download the official 2024 Form 5500 (PDF) for Axiom Resource Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axiom Resource Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $60K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $3.0M | 10.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.7M | 9.2% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $2.3M | 7.8% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $2.3M | 7.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $2.2M | 7.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.8M | 6.2% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.8M | 6.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.5M | 4.9% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $1.3M | 4.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.0M | 3.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $841K | 2.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $719K | 2.4% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $704K | 2.4% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $664K | 2.2% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $599K | 2.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $523K | 1.8% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $474K | 1.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $433K | 1.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $409K | 1.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $249K | 0.8% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $239K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $237K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $237K | 0.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $236K | 0.8% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $194K | 0.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $177K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $157K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $150K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $122K | 0.4% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $41K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $42K |
| — |
