Dean Knapper signed AXA Group Operations Americas Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AXA Group Operations Americas Inc.'s EIN is 83-4180385.
Download the official 2023 Form 5500 (PDF) for AXA Group Operations Americas Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)AXA Group Operations Americas Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY GROUP | 33-0818667 | — | NONE | $73K | — |
| CBIZ CPAS P.C. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $26.7M | 17.8% | |
| Charles Schwab | Mutual Funds | — | — | $16.7M | 11.1% | |
| Charles Schwab | Mutual Funds | — | — | $15.3M | 10.3% | |
| T. Rowe Price | Other securities | — | — | $10.3M | 6.9% | |
| Vanguard Group | Mutual Funds | — | — | $8.0M | 5.3% | |
| T. Rowe Price | Other securities | — | — | $6.6M | 4.4% | |
| Vanguard Group | Mutual Funds | — | — | $6.5M | 4.3% | |
| T. Rowe Price | Other securities | — | — | $6.5M | 4.3% | |
| JP Morgan | Other securities | — | — | $6.3M | 4.2% | |
| T. Rowe Price | Other securities | — | — | $5.4M | 3.6% | |
| T. Rowe Price | Other securities | — | — | $4.6M | 3.1% | |
| Vanguard Group | Mutual Funds | — | — | $3.7M | 2.5% | |
| T. Rowe Price | Other securities | — | — | $3.5M | 2.4% | |
| Fidelity | Mutual Funds | — | — | $3.5M | 2.4% | |
| T. Rowe Price | Other securities | — | — | $3.1M | 2.1% | |
| Dodge & Cox | Mutual Funds | — | — | $3.0M | 2.0% | |
| T. Rowe Price | Other securities | — | — | $2.7M | 1.8% | |
| American Beacon | Other securities | — | — | $2.7M | 1.8% | |
| Vanguard Group | Mutual Funds | — | — | $2.4M | 1.6% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $2.0M | 1.3% | |
| JP Morgan | Other securities | — | — | $1.8M | 1.2% | |
| T. Rowe Price | Other securities | — | — | $1.7M | 1.2% | |
| Cohen & Steers Inc. | Common Stocks | — | — | $1.7M | 1.2% | |
| T. Rowe Price | Other securities | — | — | $1.4M | 0.9% | |
| PIMCO | Mutual Funds | — | — | $1.3M | 0.9% | |
| T. Rowe Price | Other securities | — | — | $788K | 0.5% | |
| Notes Receivable from Participants | Other securities | — | — | $442K | 0.3% | |
| T. Rowe Price | Other securities | — | — | $425K | 0.3% | |
| Calvert Group | Common Stocks | — | — | $336K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1947695 |
| — |
| NONE |
| $23K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $699 | — |
