Andrew Nguyen signed AXIS Energy Administration, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AXIS Energy Administration, LLC's EIN is 83-1004542.
Download the official 2024 Form 5500 (PDF) for AXIS Energy Administration, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AXIS Energy Administration, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $7.5M | 47.5% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.6M | 9.9% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.0M | 6.6% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.0M | 6.4% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $937K | 5.9% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $682K | 4.3% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $567K | 3.6% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $540K | 3.4% | |
| PRIN LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $458K | 2.9% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $318K | 2.0% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $227K | 1.4% | |
| Promissory notes, interest rates at 7%, and * ** Participant notes receivable maturities from 1 to 5 years | Other securities | — | — | $152K | 1.0% | |
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $135K | 0.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $113K | 0.7% | |
| [Assets held in participant loans] | Other | — | — | $85K | 0.5% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $68K | 0.4% | |
| T Rowe Price Integrated US Smallcap | Mutual Funds | — | — | $60K | 0.4% | |
| Fixed Income Account * Principal Life Insurance Co Fixed Income Guaranteed Option | Common Stocks | — | — | $49K | 0.3% | |
| Principal Life Insurance Co Principal Smallcap Value II | Common Stocks | — | — | $38K | 0.2% | |
| PRIIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $38K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $36K | 0.2% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $31K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $29K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $25K | 0.2% | |
| Principal Life Insurance Co Principal Lifetime 2070 ** 868 * Principal Life Insurance Co Principal Lifetime Strategic Income | Common Stocks | — | — | $21K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $21K | 0.1% | |
| Fidelity Investments PR Bond Index | Mutual Funds | — | — | $15K | <0.1% | |
| PGIM High Yield Fund | Other securities | — | — | $14K | <0.1% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Investments Total Int Index | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Investments US Bond Index | Mutual Funds | — | — | $11K | <0.1% | |
| MFS Value Fund | Mutual Funds | — | — | $10K | <0.1% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $8K | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Alliance Bernstein Global Bond Fund | Other securities | — | — | $6K | <0.1% | |
| Principal Life Insurance Co Principal GL Real Estate | Common Stocks | — | — | $2K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $868 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TMCE, LLP | 37-1719327 | — | ACCOUNTANT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
