Axa Investment Managers US 401(k) match, vesting and fees
What Axa Investment Managers US' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services, in | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Axa Investment Managers US: employer contribution per participant | $8,884 | |
| Peer median | $2,868 |
| Axa Investment Managers US: average balance | $393,689 | |
| Peer median | $95,281 |
| Axa Investment Managers US: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $126M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 330 | $126M | $2.9M | $8,884 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Axa Investment Managers US match 401(k) contributions?
The match terms for the Axa Investment Managers US Retirement 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.9M in employer contributions, about $8,884 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Axa Investment Managers US 401(k) match vested?
The vesting schedule for the Axa Investment Managers US Retirement 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Axa Investment Managers US 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services, in. The plan administrator is Axa Investment Managers US Inc..
I left Axa Investment Managers US. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Axa Investment Managers US Inc., (209) 983-4200) or the recordkeeper, Schwab Retirement Plan Services, in. The Axa Investment Managers US old 401(k) page lists the contacts from every plan filing. Find an old Axa Investment Managers US 401(k)
Data from the public Form 5500 annual reports Axa Investment Managers US filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Axa Investment Managers US. Not financial advice. Report a correction · Methodology