Back to filter
Original filing (PDF)20251013084943NAL0000881009001
AXIS PORTABLE AIR LLC
Form 5500
FILING_RECEIVED
AXIS PORTABLE AIR 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
295
Accounts w/ balance
297
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Registered Investment Company" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXIS PORTABLE AIR LLC.
Plan sponsor
Name
AXIS PORTABLE AIR LLC
EIN
84-2277735
Address
33 SOUTH 56TH STREET · SUITE 102 · CHANDLER, AZ · 85226
Phone
(888) 360-2739
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities· $3.2M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Registered Investment Company | — | — | — | $1.3M | 40.1% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $822K | 24.8% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $297K | 8.9% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | — | — | — | $238K | 7.2% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $154K | 4.6% | |
| Vanguard Total Intl Bd Idx Admiral™ Registered Investment Company | — | — | — | $132K | 4.0% | |
| Vanguard Growth Index Admiral Registered Investment Company | — | — | — | $57K | 1.7% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company | — | — | — | $20K | 0.6% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $17K | 0.5% | |
| DFA International Core Equity I Registered Investment Company | — | — | — | $16K | 0.5% | |
| Registered Investment Companies Banc Master Deposit Account Registered Investment Company ** 56 Vanguard Fedral Money Market Investor Registered Investment Company ** 268 DFA Emerging Markets Small Cap I Registered Investment Company | — | — | — | $16K | 0.5% | |
| Nuveen Core Impact Bond Fund Retirement Registered Investment Company | — | — | — | $16K | 0.5% | |
| Participant Loans Interest rate at (9.00%~9.50%) $0 | — | — | — | $13K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company | — | — | — | $11K | 0.3% | |
| Vanguard Mid-Cap Growth Index Admiral Registered Investment Company | — | — | — | $11K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company | — | — | — | $10K | 0.3% | |
| Vanguard Developed Markets Index Admiral Registered Investment Company | — | — | — | $7K | 0.2% | |
| DFA Global Real Estate Securities Port Registered Investment Company | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Infl-Prot Sec Idx Adm Registered Investment Company | — | — | — | $2K | <0.1% |
Related plans
Similar-size Real Estate plans
CONMACO/RECTOR LP
CONMACO/RECTOR LP 401(K) PLAN
$3.3M · 16 participants
OGE'S MACHINERY, L.L.C.
OGE'S MACHINERY, LLC 401(K) PROFIT SHARING PLAN
$3.3M · 12 participants
LENNIE MARVIN ENTERPRISES, INC.
LENNIE MARVIN ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST
$3.3M · 4 participants
PINNACLE INDUSTRIES LTD
PINNACLE INDUSTRIES LTD 401K PLAN
$3.4M · 31 participants
LAGRANGE CRANE SERVICE, INC.
LAGRANGE CRANE SERVICE, INC. 401(K) PROFIT SHARING PLAN
$3.3M · 22 participants
LEASE LINE, INC.
LEASE LINE, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 25 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants