AUMdb

Axis Energy Services 401(k) Employee Savings Plan

Sponsored by Axis Energy Administration, Llc · EIN 831004542 · Plan #001

Total assets
$15.8M
Net assets
$15.8M
Active participants
1,281
With balances
284

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $68,433
Tmce, Llp Accounting, Direct payment from the plan $9,750
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0
S B H U Life Agency Inc Other services, Other fees $0