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Original filing (PDF)20251002171436NAL0001774450001
AXIENT, LLC
Form 5500
FILING_RECEIVED
AXIENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,796
Accounts w/ balance
2,679
Plan assets (EOY)
$318.8M
Net assets (EOY)
$318.8M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXIENT, LLC.
Plan sponsor
Name
AXIENT, LLC
EIN
63-1055760
Address
1100 REDSTONE GATEWAY · SUITE 300 · HUNTSVILLE, AL · 35808
Phone
(256) 650-6263
Industry
Professional & Technical Servicessee 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
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $277K | — |
Investments
47 direct securities · 1 pooled fund· $317.1M(99% 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
$314.3M
47 holdings
Common Collective Trust
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Institutional Index | — | — | — | $36.6M | 11.5% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $20.8M | 6.5% | |
| T. Rowe Price Retirement Income 2030 | — | — | — | $19.1M | 6.0% | |
| T. Rowe Price Retirement Income 2055 | — | — | — | $17.6M | 5.5% | |
| T. Rowe Price Retirement Income 2040 | — | — | — | $17.2M | 5.4% | |
| T. Rowe Price Retirement Income 2025 | — | — | — | $17.0M | 5.3% | |
| Vanguard Funds Growth Index International | — | — | — | $16.6M | 5.2% | |
| T. Rowe Price Retirement Income 2035 | — | — | — | $15.0M | 4.7% | |
| T. Rowe Price Retirement Income 2045 | — | — | — | $13.3M | 4.2% | |
| Vanguard Funds Windsor II Admiral | — | — | — | $10.9M | 3.4% | |
| T. Rowe Price Retirement Income 2050 | — | — | — | $10.7M | 3.4% | |
| Columbia Technology Growth | — | — | — | $10.1M | 3.2% | |
| T. Rowe Price Dividend Growth | — | — | — | $8.6M | 2.7% | |
| T. Rowe Price Retirement Income 2020 | — | — | — | $8.1M | 2.5% | |
| Standard Insurance Company Standard Guaranteed Income Fund | — | — | — | $7.5M | 2.4% | |
| JPMorgan Funds Mid Cap Growth | — | — | — | $7.4M | 2.3% | |
| Vanguard Funds Total International Stock Index Admiral | — | — | — | $7.3M | 2.3% | |
| Fidelity Investments Balanced Z | — | — | — | $6.9M | 2.2% | |
| Vanguard Funds Mid-Cap Index Fund Admiral | — | — | — | $6.2M | 1.9% | |
| Victory Funds Sycamore Established Value | — | — | — | $6.2M | 1.9% | |
| Pioneer Investments U.S. Government Money Market ** 899 Baird Core Plus Bond | — | — | — | $5.6M | 1.8% | |
| Invesco Funds Small Cap Growth | — | — | — | $3.6M | 1.1% | |
| Vanguard Funds Health Care Index Admiral | — | — | — | $3.5M | 1.1% | |
| MFS International MFS International Diversified | — | — | — | $3.5M | 1.1% | |
| Vanguard Funds Small Cap Index Admiral | — | — | — | $3.4M | 1.1% | |
| Vanguard Funds Total Bond Market Index Admiral | — | — | — | $3.0M | 0.9% | |
| MANAGED INCOME PORTFOLIO CLASS I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.8M | 0.9% | |
| Charles Schwab PCRA-Schwab Self Brokerage | — | — | — | $2.7M | 0.8% | |
| Participant loans 3.25% - 8.50% interest rate; various maturities -0- | — | — | — | $2.5M | 0.8% | |
| T. Rowe Price Retirement Income 2060 | — | — | — | $2.2M | 0.7% | |
| Eaton Vance Funds Income Fund of Boston | — | — | — | $2.0M | 0.6% | |
| Virtus Funds KAR Mid Cap Core R6 | — | — | — | $1.9M | 0.6% | |
| Delaware Funds Small Cap Core | — | — | — | $1.9M | 0.6% | |
| Franklin Templeton Funds Small Cap Value | — | — | — | $1.8M | 0.6% | |
| T. Rowe Price Retirement Income 2015 | — | — | — | $1.6M | 0.5% | |
| Charles Schwab Treasury Obligations Money Fund | — | — | — | $1.5M | 0.5% | |
| Davis Funds Real Estate Fund | — | — | — | $1.4M | 0.4% | |
| Victory Funds Pioneer Equity Inc. R6 | — | — | — | $1.4M | 0.4% | |
| T. Rowe Price Retirement Income 2065 | — | — | — | $1.3M | 0.4% | |
| Fidelity Investments International Capital Appreciation | — | — | — | $1.3M | 0.4% | |
| PIMCO Funds Diversified Income | — | — | — | $1.2M | 0.4% | |
| T. Rowe Price Retirement Income 2010 | — | — | — | $1.1M | 0.3% | |
| Fidelity Investments International Small Capital Appreciation | — | — | — | $945K | 0.3% | |
| T. Rowe Price Retirement Income 2005 | — | — | — | $677K | 0.2% | |
| Pioneer Investments Bond Funds | — | — | — | $578K | 0.2% | |
| T. Rowe Price Retirement Balanced | — | — | — | $440K | 0.1% | |
| Invesco Funds Emerging Markets All Cap | — | — | — | $412K | 0.1% | |
| Charles Schwab PCRA-Schwab Self Brokerage U.S. Treasury | — | — | — | $50K | <0.1% |