Original filing (PDF)20251015193933NAL0011257618001

AXH Air-Coolers, LLC

Name: AXH Air-Coolers, LLC — AXH Air-Coolers 401(k), Form 5500 (2024)
Creator: AXH Air-Coolers, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AXH Air-Coolers 401(k) Retirement Plan

401(k) retirement plan · AXH Air-Coolers, LLC's AXH Air-Coolers 401(k) Retirement Plan held $49.4M in plan assets for 590 participants in 2024.

Signals · 4

Non-clean audit opinion38% in single holding25% employer stockNo recordkeeper disclosed

Active participants

590

Accounts w/ balance

587

Plan assets (EOY)

$49.4M

Net assets (EOY)

$49.3M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXH AIR-COOLERS, LLC.

Plan sponsor

Name

AXH AIR-COOLERS, LLC

EIN

83-0414744all filings

Address

2230 E 49TH ST · TULSA, OK · 74105

Phone

(918) 712-8268

Industry

Wholesale Trade

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WJPR CPAS	73-1553481	—	NONE	$25K	—

Investments

24 direct securities· $49.3M(100% of reported assets)

Other securities

$26.9M

7 holdings

Common Stocks

$12.3M

1 holding

Cash / Money Market

$5.7M

2 holdings

Mutual Funds

$4.5M

14 holdings

					% of plan
The Growth Fund of America Mutual Fund	Other securities	—	—	$18.9M	38.2%
The Investment Company of America Mutual Fund	Common Stocks	—	—	$12.3M	24.8%
Europacific Growth Fund Mutual Fund	Other securities	—	—	$4.6M	9.4%
American Balanced Fund Money Market	Cash / Money Market	—	—	$4.3M	8.6%
American Funds New Perspective Fund Class Mutual Fund	Mutual Funds	—	—	$2.1M	4.2%
Money Market Fund Mutual Fund	Cash / Money Market	—	—	$1.5M	3.0%
Smallcap World Fund Mutual Fund	Other securities	—	—	$1.3M	2.6%
Capital World Growth and Income Fund Mutual Fund	Other securities	—	—	$956K	1.9%
American Funds 2030 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$650K	1.3%
Fundamental Investors Fund Mutual Fund	Other securities	—	—	$498K	1.0%
American Funds 2035 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$436K	0.9%
The Bond Fund of America Mutual Fund	Other securities	—	—	$419K	0.8%
American Funds 2050 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$321K	0.7%
American Funds 2055 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$302K	0.6%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$202K	0.4%
Intermediate Bond Fund of America Mutual Fund	Other securities	—	—	$170K	0.3%
American Funds 2065 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$169K	0.3%
American Funds 2060 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$155K	0.3%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$69K	0.1%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$57K	0.1%
American Funds 2025 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$22K	<0.1%
American Funds 2010 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$21K	<0.1%
American Funds 2015 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$16K	<0.1%
American Funds 2020 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$13K	<0.1%