How big is Axius Financial, LLC's plan?

Axius Financial, LLC's plan reported $767K in assets and 12 participants for 2024.

Original filing (PDF)20250627130938NAL0014177248001

Axius Financial, LLC

Name: Axius Financial, LLC — Axius Financial 401(k) Plan, Form 5500 (2024)
Creator: Axius Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Axius Financial 401(k) Plan

401(k) retirement plan · Axius Financial, LLC's Axius Financial 401(k) Plan held $767K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

People on this filing

Tom Reed signed Axius Financial, LLC's 2024 Form 5500 as plan administrator.

Tom Reed — 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

Axius Financial, LLC's EIN is 27-2120568.

EIN 27-2120568

Plan number 001

Plan year 2024

ACK ID 20250627130938NAL0014177248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Axius Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Axius Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIUS FINANCIAL, 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