Shanda Mihali signed Axiom Healthcare Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Axiom Healthcare Services, LLC's EIN is 75-3262457.
Download the official 2024 Form 5500 (PDF) for Axiom Healthcare Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axiom Healthcare Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ALLIANCE ADVISORY GROUP LLC | 82-3558532 | — | ADVISOR | $24K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund Investor Class " | Mutual Funds | — | — | $900K | 16.3% | |
| Fidelity Freedom Index 2035 Fund Investor Class " | Mutual Funds | — | — | $835K | 15.1% | |
| Fidelity Freedom Index 2050 Fund Investor Class " | Mutual Funds | — | — | $626K | 11.4% | |
| Fidelity Freedom Index 2045 Fund Investor Class " | Mutual Funds | — | — | $584K | 10.6% | |
| Fidelity Freedom Index 2040 Fund Investor Class " | Mutual Funds | — | — | $512K | 9.3% | |
| Fidelity Freedom Index 2025 Fund Investor Class " | Mutual Funds | — | — | $410K | 7.4% | |
| Fidelity Freedom Index 2055 Fund Investor Class " | Mutual Funds | — | — | $369K | 6.7% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $328K | 6.0% | |
| Fidelity Freedom Index 2060 Fund Investor Class " | Mutual Funds | — | — | $273K | 4.9% | |
| Fidelity Freedom Index 2065 Fund Investor Class " | Mutual Funds | — | — | $145K | 2.6% | |
| Fidelity Blue Chip Growth K6 Fund " | Mutual Funds | — | — | $98K | 1.8% | |
| Putnam Large Cap Value Fund Class R6 " | Mutual Funds | — | — | $39K | 0.7% | |
| Fidelity Freedom Index 2020 Fund Investor Class " | Mutual Funds | — | — | $37K | 0.7% | |
| BlackRock Advantage Small Cap Core Fund Institutional Shares " ** 618 MFS International Equity Fund Class R6 " | Mutual Funds | — | — | $35K | 0.6% | |
| Fidelity Low-Priced Stock K6 Fund " | Mutual Funds | — | — | $33K | 0.6% | |
| American Century Small Cap Growth Fund R6 Mutual fund | Other securities | — | — | $31K | 0.6% | |
| Columbia Large Cap Enhanced Core Fund Class I3 " | Other securities | — | — | $31K | 0.6% | |
| Federated Hermes Total Return Bond R6 " | Other securities | — | — | $30K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $16K | 0.3% | |
| American Funds New World Fund Class R6 " | Mutual Funds | — | — | $15K | 0.3% | |
| Fidelity Freedom Index Income Investor " ** 799 * Fidelity Freedom Index 2015 Fund Investor Class " | Mutual Funds | — | — | $8K | 0.1% | |
| MFS Mid Cap Growth Fund Class R6 " | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Mid Cap Stock K6 Fund " ** 726 * Fidelity Freedom Index 2070 Fund Investor Class " | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Index " ** 34 * Fidelity Small Cap Index " ** 41 * Fidelity Inflation Protected Bond Index " | Mutual Funds | — | — | $1K | <0.1% | |
| Invesco Small Cap Value Fund Class R6 " | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
