Alissa Haksar signed Avixa, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avixa, Inc.'s EIN is 54-0621493.
Download the official 2024 Form 5500 (PDF) for Avixa, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avixa, Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT INC | 30-0282430 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2045 Mutual Fund | Other securities | — | — | $3.1M | 13.1% | |
| IS S&P 500 IDX K Mutual Fund | Common Collective Trusts | — | — | $2.7M | 11.1% | |
| VANG TARGET RET 2035 Mutual Fund | Other securities | — | — | $2.6M | 10.7% | |
| VANG TARGET RET 2030 Mutual Fund | Other securities | — | — | $2.6M | 10.7% | |
| Fidelity Government Money Market Fund K6 Mutual Fund 449 VANG TARGET RET 2055 Mutual Fund | Mutual Funds | — | — | $2.2M | 9.1% | |
| VANG TARGET RET INC Mutual Fund 853 VANG TARGET RET 2025 Mutual Fund | Common Stocks | — | — | $2.0M | 8.4% | |
| VANG TARGET RET 2040 Mutual Fund | Other securities | — | — | $1.7M | 7.0% | |
| VANG TARGET RET 2050 Mutual Fund | Other securities | — | — | $1.4M | 5.7% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.8% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $1.1M | 4.4% | |
| VANG TARGET RET 2060 Mutual Fund | Other securities | — | — | $624K | 2.6% | |
| VANG TARGET RET 2020 Mutual Fund | Other securities | — | — | $500K | 2.1% | |
| HL INTL EQ INST Z Mutual Fund | Other securities | — | — | $467K | 1.9% | |
| DODGE & COX STOCK X Mutual Fund | Mutual Funds | — | — | $423K | 1.8% | |
| IS US AGG BD IDX K Mutual Fund | Common Collective Trusts | — | — | $314K | 1.3% | |
| IS MSCI TOT INTL K Mutual Fund | Other securities | — | — | $306K | 1.3% | |
| IS R MID-CAP IDX K Mutual Fund | Common Collective Trusts | — | — | $254K | 1.1% | |
| LOOMIS CORE PL BD N Mutual Fund | Other securities | — | — | $206K | 0.9% | |
| WM BLAIR SMDCP GR R6 Mutual Fund | Other securities | — | — | $198K | 0.8% | |
| IS R2000 SM-CAP K Mutual Fund | Other securities | — | — | $189K | 0.8% | |
| maturing at various dates, secured by participant account balance | Other securities | — | — | $48K | 0.2% | |
| VANG TARGET RET 2065 Mutual Fund | Other securities | — | — | $33K | 0.1% | |
| AB US SMMDCP VAL P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $26K | 0.1% | |
| PIM INFL RESP MA IS Mutual Fund | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
