Axiom U.S. Payroll Parent, LLC.'s EIN is 99-2686628.
Download the official 2024 Form 5500 (PDF) for Axiom U.S. Payroll Parent, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axiom U.S. Payroll Parent, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRowePriceRetirement FDSInc Blend 2040 FDCLI Mutual fund | Other securities | — | — | $9.5M | 18.5% | |
| TRowePriceRetirement FDSInc Blend 2035 FDCLI Mutual fund | Other securities | — | — | $8.7M | 17.0% | |
| iShares S&P500 IndexK Mutual fund | Common Collective Trusts | — | — | $5.2M | 10.2% | |
| TRowePriceRetirement FDSBlend 2030 FDCLI Mutual fund | Other securities | — | — | $4.1M | 8.1% | |
| TRowePriceRetirement FDSInc Blend 2045 FDCLI Mutual fund | Other securities | — | — | $3.9M | 7.6% | |
| TRowePriceInstitutional EquityFDSLarge-Cap Growth FD Mutual fund | Other securities | — | — | $3.9M | 7.5% | |
| TRowePriceRetirement FDSInc Blend 2025 FDCLI Mutual fund | Other securities | — | — | $2.7M | 5.2% | |
| TRowePriceRetirement FDSInc Blend 2050 FDCLI Mutual fund | Other securities | — | — | $2.6M | 5.0% | |
| TRowePriceRetirement FDSInc Blend 2055 FDCLI Mutual fund | Other securities | — | — | $1.8M | 3.4% | |
| Dodge& CoxFDSStock Fund X Mutual fund | Mutual Funds | — | — | $1.3M | 2.5% | |
| TRowePriceRetirement FDSInc Blend 2060 FDCLI Mutual fund | Other securities | — | — | $1.3M | 2.5% | |
| Vanguard MoneyMarket Reserves Inc Cash Reserves Fed MoneyMkt Admiral SHS Mutual fund | Mutual Funds | — | — | $950K | 1.9% | |
| MFSInstl Intl EqtyFd Mutual fund | Other securities | — | — | $801K | 1.6% | |
| Participant loans (maturing through 2030 at interest rates of * Various participants 8.75% - 9.50%) | Bonds / Notes | — | — | $756K | 1.5% | |
| NT COLLECTIVE GOVT SHORT TERM INVT NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $752K | 1.5% | |
| Blackrock FDSIShares Russell Small/Mid Cap IndexFDCLK Mutual fund | Other securities | — | — | $522K | 1.0% | |
| Baird FDSInc CorePlus BDFDInstl CLSHS Mutual fund | Other securities | — | — | $509K | 1.0% | |
| TRowePriceRetirement FDSInc Blend 2065 FDCLI Mutual fund | Other securities | — | — | $473K | 0.9% | |
| Boston Trust Walden Funds Boston TRSMIDCap FD Mutual fund | Other securities | — | — | $414K | 0.8% | |
| iShares USAggregateBond IndexFund Mutual fund | Other securities | — | — | $381K | 0.7% | |
| iShares MSCI Total International IndexFund Mutual fund | Other securities | — | — | $336K | 0.7% | |
| TRowePriceRetirement FDSBlend 2020 FDCLI Mutual fund | Other securities | — | — | $99K | 0.2% | |
| TRowePriceRetirement FDSBlend 2005 FDCLI Mutual fund 71 TRowePriceRetirement FDSInc Blend 2010 CLI Mutual fund | Other securities | — | — | $89K | 0.2% | |
| TRower PriceRetirement FDSInc Blend 2015 FDI Mutual fund | Other securities | — | — | $46K | <0.1% | |
| Various - mutual funds and Self directed brokerageaccount common stock | Self-Directed Brokerage | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
