Axis Residential Retirement Plan
Sponsored by Axis Residential, Llc · EIN 862048471 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 164
- With balances
- 233
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Powers Stromberg Pension Consulting | Plan administrator | $9,586 |
| The Vanguard Group | Recordkeeping, Investment management, Participant loan processing | $5,755 |
| Sound Consulting Service | Consulting (pension) | $4,246 |