Original filing (PDF)20250620132344NAL0003937489001

AXIS SENIOR RESOURCE

Name: AXIS SENIOR RESOURCE — AXIS SENIOR RESOURCE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: AXIS SENIOR RESOURCE

Form 5500-SF

FILING_RECEIVED

AXIS SENIOR RESOURCE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$258

Net assets (EOY)

$258

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXIS SENIOR RESOURCE.

Plan sponsor

Name

AXIS SENIOR RESOURCE

EIN

84-3097740

Address

595 MENLO DR · ROCKLIN, CA · 957653734

Phone

(949) 702-4014

Industry

Other Services (ex. Public Admin)see all

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

2025-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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