· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AXIS-MSO — AXIS-MSO 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010110836NAL0008011921001
AXIS-MSO
Form 5500-SF
FILING_RECEIVED
AXIS-MSO 401(K) PLAN
Defined-contribution retirement plan
Active participants
116
Accounts w/ balance
65
Plan assets (EOY)
$75K
Net assets (EOY)
$75K
Plan health score (directional)
83
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AXIS-MSO
.
Find decision makers
Plan sponsor
Name
AXIS-MSO
EIN
87-1115153
Address
17042 DEVONSHIRE STREET, SUITE 210 · NORTHRIDGE, CA · 91325
Phone
(818) 368-1291
Industry
Retail Trade
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
COASTAL ENERGY CORPORATION
COASTAL ENERGY CORPORATION 401K PLAN
$77K · 10 participants
KENK USA
KENK USA 401(K) PLAN
$77K · 259 participants
MIKRON, INC.
MIKRON, INC. PROFIT SHARING PLAN
$72K · 3 participants
PALM CANYON PETROLUEM, INC
PALM CANYON PETROLEUM, INC 401(K) PLAN
$78K · 14 participants
GANESH MANAGEMENT, LLC
GANESH MANAGEMENT, LLC 401(K) PLAN
$79K · 5 participants
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
G&T FUNCK ENTERPRISES
FUNCK'S EXXON 401(K) PLAN
$79K · 16 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B