How big is Axiom Wealth Management LLC's plan?

Axiom Wealth Management LLC's plan reported $569K in assets and 2 participants for 2024.

Original filing (PDF)20250821093140NAL0004131777001

Axiom Wealth Management LLC

Name: Axiom Wealth Management LLC — Form 5500 (2024)
Creator: Axiom Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Axiom Wealth Management LLC held $569K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$569K

Net assets (EOY)

$569K

People on this filing

Seth McHenry signed Axiom Wealth Management LLC's 2024 Form 5500 as plan administrator.

Seth McHenry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Axiom Wealth Management LLC's EIN is 20-8685993.

EIN 20-8685993

Plan number 001

Plan year 2024

ACK ID 20250821093140NAL0004131777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Axiom Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Axiom Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIOM WEALTH MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score