Sanja Benak signed Axient, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Axient, LLC's EIN is 63-1055760.
Download the official 2024 Form 5500 (PDF) for Axient, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axient, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $277K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Institutional Index | Mutual Funds | — | — | $36.6M | 11.5% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $20.8M | 6.5% | |
| T. Rowe Price Retirement Income 2030 | Other securities | — | — | $19.1M | 6.0% | |
| T. Rowe Price Retirement Income 2055 | Other securities | — | — | $17.6M | 5.5% | |
| T. Rowe Price Retirement Income 2040 | Other securities | — | — | $17.2M | 5.4% | |
| T. Rowe Price Retirement Income 2025 | Other securities | — | — | $17.0M | 5.3% | |
| Vanguard Funds Growth Index International | Mutual Funds | — | — | $16.6M | 5.2% | |
| T. Rowe Price Retirement Income 2035 | Other securities | — | — | $15.0M | 4.7% | |
| T. Rowe Price Retirement Income 2045 | Other securities | — | — | $13.3M | 4.2% | |
| Vanguard Funds Windsor II Admiral | Mutual Funds | — | — | $10.9M | 3.4% | |
| T. Rowe Price Retirement Income 2050 | Other securities | — | — | $10.7M | 3.4% | |
| Columbia Technology Growth | Other securities | — | — | $10.1M | 3.2% | |
| T. Rowe Price Dividend Growth | Other securities | — | — | $8.6M | 2.7% | |
| T. Rowe Price Retirement Income 2020 | Other securities | — | — | $8.1M | 2.5% | |
| Standard Insurance Company Standard Guaranteed Income Fund | Common Stocks | — | — | $7.5M | 2.4% | |
| JPMorgan Funds Mid Cap Growth | Other securities | — | — | $7.4M | 2.3% | |
| Vanguard Funds Total International Stock Index Admiral | Mutual Funds | — | — | $7.3M | 2.3% | |
| Fidelity Investments Balanced Z | Mutual Funds | — | — | $6.9M | 2.2% | |
| Vanguard Funds Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $6.2M | 1.9% | |
| Victory Funds Sycamore Established Value | Other securities | — | — | $6.2M | 1.9% | |
| Pioneer Investments U.S. Government Money Market ** 899 Baird Core Plus Bond | Cash / Money Market | — | — | $5.6M | 1.8% | |
| Invesco Funds Small Cap Growth | Mutual Funds | — | — | $3.6M | 1.1% | |
| Vanguard Funds Health Care Index Admiral | Mutual Funds | — | — | $3.5M | 1.1% | |
| MFS International MFS International Diversified | Mutual Funds | — | — | $3.5M | 1.1% | |
| Vanguard Funds Small Cap Index Admiral | Mutual Funds | — | — | $3.4M | 1.1% | |
| Vanguard Funds Total Bond Market Index Admiral | Mutual Funds | — | — | $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 | Self-Directed Brokerage | — | — | $2.7M | 0.8% | |
| Participant loans 3.25% - 8.50% interest rate; various maturities -0- | Bonds / Notes | — | — | $2.5M | 0.8% | |
| T. Rowe Price Retirement Income 2060 | Other securities | — | — | $2.2M | 0.7% | |
| Eaton Vance Funds Income Fund of Boston | Other securities | — | — | $2.0M | 0.6% | |
| Virtus Funds KAR Mid Cap Core R6 | Other securities | — | — | $1.9M | 0.6% | |
| Delaware Funds Small Cap Core | Other securities | — | — | $1.9M | 0.6% | |
| Franklin Templeton Funds Small Cap Value | Mutual Funds | — | — | $1.8M | 0.6% | |
| T. Rowe Price Retirement Income 2015 | Other securities | — | — | $1.6M | 0.5% | |
| Charles Schwab Treasury Obligations Money Fund | Mutual Funds | — | — | $1.5M | 0.5% | |
| Davis Funds Real Estate Fund | Other securities | — | — | $1.4M | 0.4% | |
| Victory Funds Pioneer Equity Inc. R6 | Common Stocks | — | — | $1.4M | 0.4% | |
| T. Rowe Price Retirement Income 2065 | Other securities | — | — | $1.3M | 0.4% | |
| Fidelity Investments International Capital Appreciation | Mutual Funds | — | — | $1.3M | 0.4% | |
| PIMCO Funds Diversified Income | Mutual Funds | — | — | $1.2M | 0.4% | |
| T. Rowe Price Retirement Income 2010 | Other securities | — | — | $1.1M | 0.3% | |
| Fidelity Investments International Small Capital Appreciation | Mutual Funds | — | — | $945K | 0.3% | |
| T. Rowe Price Retirement Income 2005 | Other securities | — | — | $677K | 0.2% | |
| Pioneer Investments Bond Funds | Other securities | — | — | $578K | 0.2% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $440K | 0.1% | |
| Invesco Funds Emerging Markets All Cap | Mutual Funds | — | — | $412K | 0.1% | |
| Charles Schwab PCRA-Schwab Self Brokerage U.S. Treasury | Self-Directed Brokerage | — | — | $50K | <0.1% |
