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Original filing (PDF)20260211023230NAL0003565041001
AXIOM U.S. PAYROLL PARENT, LLC.
Form 5500
FILING_RECEIVED
STRADA 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
1,848
Accounts w/ balance
1,567
Plan assets (EOY)
$51.2M
Net assets (EOY)
$51.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
89
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AXIOM U.S. PAYROLL PARENT, LLC..
Plan sponsor
Name
AXIOM U.S. PAYROLL PARENT, LLC.
EIN
99-2686628
Address
9709 LAKESIDE BLVD., SUITE 575 · THE WOODLANDS, TX · 77381
Phone
(888) 222-7277
Industry
Professional & Technical Servicessee all
Plan administrator
Name
AXIOM U.S. PAYROLL PARENT, LLC
EIN
99-2686628
City
THE WOODLANDS, TX
Phone
(888) 222-7277
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2024-12-31
Filed
2026-02-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $7K | — |
Investments
24 direct securities · 1 pooled fund· $51.0M(100% of reported assets)
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.
Uncategorized
$50.2M
24 holdings
Common Collective Trust
$752K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRowePriceRetirement FDSInc Blend 2040 FDCLI Mutual fund | — | — | — | $9.5M | 18.5% | |
| TRowePriceRetirement FDSInc Blend 2035 FDCLI Mutual fund | — | — | — | $8.7M | 17.0% | |
| iShares S&P500 IndexK Mutual fund | — | — | — | $5.2M | 10.2% | |
| TRowePriceRetirement FDSBlend 2030 FDCLI Mutual fund | — | — | — | $4.1M | 8.1% | |
| TRowePriceRetirement FDSInc Blend 2045 FDCLI Mutual fund | — | — | — | $3.9M | 7.6% | |
| TRowePriceInstitutional EquityFDSLarge-Cap Growth FD Mutual fund | — | — | — | $3.9M | 7.5% | |
| TRowePriceRetirement FDSInc Blend 2025 FDCLI Mutual fund | — | — | — | $2.7M | 5.2% | |
| TRowePriceRetirement FDSInc Blend 2050 FDCLI Mutual fund | — | — | — | $2.6M | 5.0% | |
| TRowePriceRetirement FDSInc Blend 2055 FDCLI Mutual fund | — | — | — | $1.8M | 3.4% | |
| Dodge& CoxFDSStock Fund X Mutual fund | — | — | — | $1.3M | 2.5% | |
| TRowePriceRetirement FDSInc Blend 2060 FDCLI Mutual fund | — | — | — | $1.3M | 2.5% | |
| Vanguard MoneyMarket Reserves Inc Cash Reserves Fed MoneyMkt Admiral SHS Mutual fund | — | — | — | $950K | 1.9% | |
| MFSInstl Intl EqtyFd Mutual fund | — | — | — | $801K | 1.6% | |
| Participant loans (maturing through 2030 at interest rates of * Various participants 8.75% - 9.50%) | — | — | — | $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 | — | — | — | $522K | 1.0% | |
| Baird FDSInc CorePlus BDFDInstl CLSHS Mutual fund | — | — | — | $509K | 1.0% | |
| TRowePriceRetirement FDSInc Blend 2065 FDCLI Mutual fund | — | — | — | $473K | 0.9% | |
| Boston Trust Walden Funds Boston TRSMIDCap FD Mutual fund | — | — | — | $414K | 0.8% | |
| iShares USAggregateBond IndexFund Mutual fund | — | — | — | $381K | 0.7% | |
| iShares MSCI Total International IndexFund Mutual fund | — | — | — | $336K | 0.7% | |
| TRowePriceRetirement FDSBlend 2020 FDCLI Mutual fund | — | — | — | $99K | 0.2% | |
| TRowePriceRetirement FDSBlend 2005 FDCLI Mutual fund 71 TRowePriceRetirement FDSInc Blend 2010 CLI Mutual fund | — | — | — | $89K | 0.2% | |
| TRower PriceRetirement FDSInc Blend 2015 FDI Mutual fund | — | — | — | $46K | <0.1% | |
| Various - mutual funds and Self directed brokerageaccount common stock | — | — | — | $29K | <0.1% |
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