How big is AXIS-MSO's plan?

AXIS-MSO's plan reported $75K in assets and 116 participants for 2024.

Original filing (PDF)20251010110836NAL0008011921001

AXIS-MSO

Name: AXIS-MSO — AXIS-MSO 401(k) Plan, Form 5500 (2024)
Creator: AXIS-MSO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AXIS-MSO 401(k) Plan

Defined-contribution retirement plan · AXIS-MSO's AXIS-MSO 401(k) Plan held $75K in plan assets for 116 participants in 2024.

Active participants

116

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

Richard Tatum signed AXIS-MSO's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AXIS-MSO's EIN is 87-1115153.

EIN 87-1115153

Plan number 001

Plan year 2024

ACK ID 20251010110836NAL0008011921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AXIS-MSO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AXIS-MSO's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIS-MSO.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score