AXIS Residential, LLC's EIN is 86-2048471.
Download the official 2024 Form 5500 (PDF) for AXIS Residential, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AXIS Residential, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | VALLEY FORGE, PA | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POWERS STROMBERG PENSION CONSULTING | 26-3148951 | SPOKANE, WA | THIRD PARTY ADMINISTRATO | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund N/A | Mutual Funds | — | — | $464K | 22.2% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund N/A | Mutual Funds | — | — | $304K | 14.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund N/A | Mutual Funds | — | — | $276K | 13.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund N/A | Mutual Funds | — | — | $245K | 11.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund N/A | Mutual Funds | — | — | $194K | 9.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund N/A | Mutual Funds | — | — | $156K | 7.5% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund N/A | Mutual Funds | — | — | $127K | 6.1% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund N/A | Mutual Funds | — | — | $119K | 5.7% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund N/A | Mutual Funds | — | — | $53K | 2.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund N/A | Mutual Funds | — | — | $36K | 1.7% | |
| Vanguard 500 Index Adm Mutual Fund N/A | Common Collective Trusts | — | — | $33K | 1.6% | |
| Vanguard Target Retirement Income Fund Mutual Fund N/A | Mutual Funds | — | — | $13K | 0.6% | |
| Vanguard International Growth Adm Mutual Fund N/A | Mutual Funds | — | — | $12K | 0.6% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 9.00% - 9.50% - | Bonds / Notes | — | — | $10K | 0.5% | |
| Vanguard Mid-Cap Value Index Adm Mutual Fund N/A | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard FTSE Social Index Adm Mutual Fund N/A 451 * Vanguard Mid Cap Index Adm Mutual Fund N/A 42 * Vanguard Small-Cap Growth Index Adm Mutual Fund N/A 42 * Vanguard Value Index Adm Mutual Fund N/A | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Mid-Cap Growth Index Adm Mutual Fund N/A | Mutual Funds | — | — | $6K | 0.3% | |
| Vanguard Real Estate Index Adm Mutual Fund N/A 383 * Vanguard Developed Mkt Index Adm Mutual Fund N/A 372 * Vanguard Interm-Term Bond Index Adm Mutual Fund N/A | Mutual Funds | — | — | $4K | 0.2% | |
| Vanguard Short-Term Invest Grade Adm Mutual Fund N/A | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard Small-Cap Index Adm Mutual Fund N/A | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard Growth Index Adm Mutual Fund N/A | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard Federal Money Market Inv Money Market Mutual Fund N/A | Mutual Funds | — | — | $2K | 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 |
|---|---|---|---|---|---|
| SOUND CONSULTING SERVICE | 71-1004774 | BELLEVUE, WA | CONSULTING | $4K | — |
