ZAXIS FINANCIAL SERVICES AMERICA 401(k) Plan
What public Form 5500 filings show about the ZAXIS FINANCIAL SERVICES AMERICA 401(k) plan — and how to find and check your own account.
The ZAXIS FINANCIAL SERVICES AMERICA 401(k) on its latest Form 5500
ZAXIS FINANCIAL SERVICES AMERICA (EIN 92-1869392) reports ZAXIS FINANCIAL SERVICES AMERICAS LLC on its most recent Form 5500, with $545K in plan assets across 23 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 ZAXIS FINANCIAL SERVICES AMERICA filing — schedules, fees, and providers.
Who runs the ZAXIS FINANCIAL SERVICES AMERICA 401(k)?
ZAXIS FINANCIAL SERVICES AMERICA’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 ZAXIS FINANCIAL SERVICES AMERICAHR for the recordkeeper’s name and login.
How to check your ZAXIS FINANCIAL SERVICES AMERICA 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ZAXIS FINANCIAL SERVICES AMERICA 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).