AMY TUCK signed AXIS Power LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AXIS Power LLC's EIN is 85-3214446.
Download the official 2024 Form 5500 (PDF) for AXIS Power LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AXIS Power LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | — | — | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| M FS Lifetime 2045 R6 | Other securities | — | $495K | $519K | 15.8% | |
| M FS Lifetime 2055 R6 | Other securities | — | $463K | $492K | 14.9% | |
| M FS Lifetime 2060 R6 | Other securities | — | $444K | $462K | 14.0% | |
| M FS Lifetime 2035 R6 | Other securities | — | $412K | $453K | 13.7% | |
| M FS Lifetime 2050 R6 | Other securities | — | $243K | $251K | 7.6% | |
| M FS Lifetime 2030 R6 | Other securities | — | $253K | $251K | 7.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | $85K | $97K | 2.9% | |
| M FS Lifetime 2025 R6 | Other securities | — | $36K | $36K | 1.1% | |
| Invesco Real Estate A TE R6 | Mutual Funds | — | $21K | $21K | 0.6% | |
| Blackrock M id-Cap Growth Equity K | Other securities | — | $15K | $17K | 0.5% | |
| JPM organ Large Cap Growth R6 | Other securities | — | $14K | $16K | 0.5% | |
| Pimco Commoditiesplus Strategy Instl | Mutual Funds | — | $13K | $12K | 0.4% | |
| Fidelity M id Cap Value Index | Mutual Funds | — | $11K | $12K | 0.4% | |
| Fidelity Advisor Growth & Income Z | Mutual Funds | — | $9K | $10K | 0.3% | |
| Fidelity Emerging M arkets Index | Mutual Funds | — | $10K | $10K | 0.3% | |
| M FS Intl Diversification R6 | Other securities | — | $10K | $9K | 0.3% | |
| Fidelity Advisor Diversified Intl Z | Mutual Funds | — | $8K | $7K | 0.2% | |
| American Century Focusd Global Growth R6AGGDX | Other securities | — | $7K | $6K | 0.2% | |
| M FS New Discovery R6 | Other securities | — | $4K | $4K | 0.1% | |
| Lord Abbett Core Fixed Income R6 | Mutual Funds | — | $2K | $2K | <0.1% | |
| JPM organ Core Plus Bond R6 | Other securities | — | $1K | $1K | <0.1% | |
| Brandywineglobal - Global Opps Bond JS | Other securities | — | — | $1K | <0.1% | |
| American Funds Moderate G/I Portfolio R6 | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | — | CONTRACT ADMIN | $2K | — |
