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AXIOM WEALTH MANAGEMENT LLC 401(k) Plan

What public Form 5500 filings show about the AXIOM WEALTH MANAGEMENT LLC 401(k) plan — and how to find and check your own account.

Plan assets
$569K
Participants
2
Plans on file
1

The AXIOM WEALTH MANAGEMENT LLC 401(k) on its latest Form 5500

AXIOM WEALTH MANAGEMENT LLC (EIN 20-8685993) reports AXIOM WEALTH MANAGEMENT LLC on its most recent Form 5500, with $569K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full AXIOM WEALTH MANAGEMENT LLC filing — schedules, fees, and providers.

Who runs the AXIOM WEALTH MANAGEMENT LLC 401(k)?

AXIOM WEALTH MANAGEMENT LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask AXIOM WEALTH MANAGEMENT LLCHR for the recordkeeper’s name and login.

How to check your AXIOM WEALTH MANAGEMENT LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask AXIOM WEALTH MANAGEMENT LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: AXIOM WEALTH MANAGEMENT LLC — all Form 5500 filings (EIN 20-8685993) · Pennsylvania employer EIN lookup · Form 5500 search
AXIOM WEALTH MANAGEMENT LLC 401(k) Plan — Form 5500