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Original filing (PDF)20250707104635NAL0003693329001
ARXIUM, INC.
Form 5500
FILING_RECEIVED
ARXIUM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
98
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARXIUM, INC..
Plan sponsor
Name
ARXIUM, INC.
EIN
20-1669002
Address
1000 ASBURY DRIVE, SUITE 4 · BUFFALO GROVE, IL · 60089
Phone
(847) 808-2600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIT FINANCIAL GROUP | 45-3686413 | — | ADVISOR | $30K | — |
Investments
27 direct securities · 2 pooled funds· $11.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.6M
26 holdings
Common Collective Trust
$681K
2 holdings
Mutual Funds
$188K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom 2035 Fund K6 | — | — | — | $2.7M | 23.4% | |
| Fidelity Investments Freedom 2030 Fund K6 | — | — | — | $1.3M | 11.3% | |
| Fidelity Investments 500 Index Fund | — | — | — | $1.2M | 10.1% | |
| Fidelity Investments Freedom 2045 Fund K6 | — | — | — | $852K | 7.4% | |
| JPMorgan U.S. Equity Fund Class L | — | — | — | $769K | 6.7% | |
| Fidelity Investments Freedom 2055 Fund K6 | — | — | — | $512K | 4.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $492K | 4.3% | |
| Fidelity Investments Freedom 2025 Fund K6 | — | — | — | $416K | 3.6% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $369K | 3.2% | |
| Fidelity Investments Freedom 2040 Fund K6 | — | — | — | $339K | 2.9% | |
| Columbia Funds Mid Cap Index Fund Institutional 2 Class | — | — | — | $265K | 2.3% | |
| Fidelity Investments Freedom 2020 Fund K6 | — | — | — | $263K | 2.3% | |
| Allspring SMID Cap Growth Fund Institutional Class | — | — | — | $243K | 2.1% | |
| Fidelity Investments Freedom 2050 Fund K6 | — | — | — | $239K | 2.1% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $229K | 2.0% | |
| Fidelity Investments Freedom 2060 Fund K6 | — | — | — | $221K | 1.9% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $188K | 1.6% | |
| American Funds U.S. Government Securities Fund Class R6 | Mutual Funds | — | — | $188K | 1.6% | |
| PIMCO Total Return Fund Institutional Class | — | — | — | $175K | 1.5% | |
| Participant loans Interest rates from 5.25% to 10.50% - 0 - | — | — | — | $153K | 1.3% | |
| Fidelity Investments Low-Priced Stock Fund | — | — | — | $124K | 1.1% | |
| MGL Emerging Markets R6 | — | — | — | $94K | 0.8% | |
| Morgan Stanley Investment Management International Advantage Portfolio Class R6 | — | — | — | $81K | 0.7% | |
| Fidelity Investments Freedom Income Fund K6 | — | — | — | $30K | 0.3% | |
| DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $25K | 0.2% | |
| Fidelity Investments Freedom 2015 Fund K6 | — | — | — | $20K | 0.2% | |
| Fidelity Investments Freedom 2065 Fund K6 | — | — | — | $19K | 0.2% | |
| MGL Small Cap Value R6 | — | — | — | $19K | 0.2% | |
| Fidelity Investments Large Cap Value Index Fund | — | — | — | $15K | 0.1% |
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